Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Waterford (PA); Sur place; USD 21 000 - 39 000; Temps partiel

Résumé du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, deliver personalized recommendations, and identify tax savings opportunities while working with the team in a local in-person office.

The role emphasizes client-focused service, ongoing training, and use of industry-leading technology. Applicants should be prepared to meet IRS/state requirements and participate in continuing

Qualifications

• Prepare complete, accurate returns for individuals and businesses.
• Conduct client interviews to assess financial situations and provide recommendations.
• Explain tax concepts in client-friendly language and provide savings opportunities.
• Maintain IRS/state compliance and complete required continuing education.
• In-person service at a local H&R Block tax office.

Responsabilités

• Prepare tax returns for diverse and complex situations.
• Interview clients to understand changes and implications.
• Deliver empathetic, consultative service and identify savings opportunities.
• Provide IRS support and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Connaissances

Client communication

Interviewing

Tax knowledge

Relationship building

Formation

High school diploma / GED

Bachelor's degree preferred

Outils

GoSystem Tax

UltraTax

AI tools (Copilot/ChatGPT)

Description du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, deliver personalized recommendations, and identify tax savings opportunities while working with the team in a local in-person office.

The role emphasizes client-focused service, ongoing training, and use of industry-leading technology. Applicants should be prepared to meet IRS/state requirements and participate in continuing