Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block, Inc.; Anoka (MN); Sur place; USD 16 000 - 110 000; Plein temps

Avantages offerts par ce poste

Incentive plan that rewards impact

Competitive hourly rate

Comprehensive training and technology

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and offer personalized recommendations. This in-person role focuses on complex tax situations, building lasting client relationships, and utilizing leading training and technology.

You will provide tax guidance, explore savings opportunities, and support clients through IRS notices while collaborating with a supportive team in a local office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 1+ year of experience in tax preparation or related field, including individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent required.

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide recommendations.
• Build trusted client relationships with empathetic, consultative service and identify tax savings opportunities and product solutions.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Connaissances

Client communication

Tax knowledge

IRS requirements

Formation

High school diploma or equivalent

Bachelor’s degree in accounting/finance or related field

Outils

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and offer personalized recommendations. This in-person role focuses on complex tax situations, building lasting client relationships, and utilizing leading training and technology.

You will provide tax guidance, explore savings opportunities, and support clients through IRS notices while collaborating with a supportive team in a local office.