Seasonal Tax Pro: Expert Returns & Client Savings

H&R Block, Inc.; Freeland (WA); Vor Ort; USD 24.000 - 110.000; Teilzeit

Zusammenfassung

H&R Block is seeking an Experienced Tax Professional for seasonal, in-person work at a local tax office in the United States. You will prepare complex returns, interview clients to assess tax scenarios, and offer personalized tax-saving recommendations while building lasting client relationships.

You will contribute to a high-performing team, supported by industry-leading training and technology. The role emphasizes client-facing advisory duties, with a competitive hourly rate and an

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 working in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent required.

Aufgaben

• 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

Kenntnisse

Tax knowledge assessment

Tax preparation experience

Client-facing

Communication skills

Continuing education

High school diploma

Ausbildung

Bachelor's degree (Accounting/Finance)

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (e.g., Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking an Experienced Tax Professional for seasonal, in-person work at a local tax office in the United States. You will prepare complex returns, interview clients to assess tax scenarios, and offer personalized tax-saving recommendations while building lasting client relationships.

You will contribute to a high-performing team, supported by industry-leading training and technology. The role emphasizes client-facing advisory duties, with a competitive hourly rate and an