Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Ojai (CA); Presencial; USD 23 000 - 110 000; Tempo integral

Resumo da oferta

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and provide personalized recommendations in person at a local H&R Block office.

Join a network that blends training with technology and offers an incentive plan to reward impact as you build tax expertise and serve clients. This role is in-person at a local H&R Block tax office, with opportunities for growth in tax and

Qualificações

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts in client-friendly language.

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

Explain tax concepts clearly

Formação académica

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance or related field (preferred)

Ferramentas

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Descrição da oferta de emprego

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and provide personalized recommendations in person at a local H&R Block office.

Join a network that blends training with technology and offers an incentive plan to reward impact as you build tax expertise and serve clients. This role is in-person at a local H&R Block tax office, with opportunities for growth in tax and