Seasonal Tax Pro: Expert Returns, Client Impact, Bonuses

H&R Block; Oakdale (CA); Vor Ort; USD 23.000 - 110.000; Teilzeit

Zusammenfassung

H&R Block in California seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and expand client relationships. You’ll leverage training and technology to uncover savings opportunities and guide clients through tax planning.

This in-person role at a local H&R Block tax office emphasizes empathy, consultative service, and a strong knowledge of tax concepts across individuals and businesses.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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 clearly
• Must complete continuing education and meet IRS/state requirements

Aufgaben

• 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 HR 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

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block in California seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and expand client relationships. You’ll leverage training and technology to uncover savings opportunities and guide clients through tax planning.

This in-person role at a local H&R Block tax office emphasizes empathy, consultative service, and a strong knowledge of tax concepts across individuals and businesses.