Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block, Inc.; Ames (IA); Presencial; USD 25.000 - 39.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Incentive plan

Descripción de la vacante

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations. You will interview clients, understand financial circumstances, and offer personalized tax-saving recommendations.

Role is in-person at a local H&R Block tax office, with industry-leading training, competitive pay, and an incentive plan. Ideal for building tax expertise and client relationships in a supportive team environment.

Formación

• Minimum 1 year of tax preparation experience including individual and business returns.
• Client-facing, consultative or advisory experience.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

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 recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Conocimientos

Tax preparation

Client interviewing

Communication

Explain tax concepts

Educación

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

Ultratax

AI-powered tools

Descripción del empleo

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations. You will interview clients, understand financial circumstances, and offer personalized tax-saving recommendations.

Role is in-person at a local H&R Block tax office, with industry-leading training, competitive pay, and an incentive plan. Ideal for building tax expertise and client relationships in a supportive team environment.