Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.; Beloit (WI); Sur place; USD 25 000 - 39 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, conduct client interviews, and deliver personalized recommendations, backed by training and technology.

The role offers an hourly rate and an incentive plan as you grow in tax expertise and serve clients. This position is in-person at a local H&R Block tax office, with opportunities to build trusted client relationships and provide IRS support as

Qualifications

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

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications and provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
• 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 facing

Communication skills

IRS/state requirements

Interviewing clients

Formation

High school diploma

Bachelor's degree (preferred)

Outils

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, conduct client interviews, and deliver personalized recommendations, backed by training and technology.

The role offers an hourly rate and an incentive plan as you grow in tax expertise and serve clients. This position is in-person at a local H&R Block tax office, with opportunities to build trusted client relationships and provide IRS support as