Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; West Newton (Westmoreland County); Presencial; USD 28.000 - 34.000; Tempo parcial

Resumo da vaga

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate tax returns, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology.

The role is in-person at a local H&R Block tax office, offering a competitive hourly rate and an incentive plan that rewards impact as you grow in tax expertise and serve clients.

Qualificações

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative, or advisory role.
• High school diploma or GED required.
• Must complete continuing education and meet IRS/state requirements.

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment.

Conhecimentos

Client-facing experience

Communication skills

Tax knowledge

Formação

High school diploma or GED

Bachelor's degree in accounting or finance (preferred)

Ferramentas

GoSystem

Ultratax

Descrição da vaga

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate tax returns, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology.

The role is in-person at a local H&R Block tax office, offering a competitive hourly rate and an incentive plan that rewards impact as you grow in tax expertise and serve clients.