Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block, Inc.; Pontiac (IL); Presencial; USD 41.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional in-person at a local tax office to prepare complex tax returns and advise clients. You will conduct in-depth client interviews, identify tax savings opportunities, and provide personalized recommendations with support from industry-leading training and technology.

You will work in a collaborative, client-focused office environment, delivering empathetic service and building lasting relationships while meeting IRS/state requirements and

Formación

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

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members in a client-focused office environment

Conocimientos

Communication skills

Client-facing experience

Tax knowledge

IRS/state requirements awareness

Educación

High school diploma / GED

Bachelor’s degree in accounting/finance

Herramientas

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional in-person at a local tax office to prepare complex tax returns and advise clients. You will conduct in-depth client interviews, identify tax savings opportunities, and provide personalized recommendations with support from industry-leading training and technology.

You will work in a collaborative, client-focused office environment, delivering empathetic service and building lasting relationships while meeting IRS/state requirements and