Seasonal Tax Pro: Expert Returns & Client Solutions

H&R Block, Inc.; John Day (OR); Vor Ort; USD 28.000 - 44.000; Vollzeit

Benefits dieser Stelle

Competitive hourly rate

Incentive plan

Training & development

In-office position

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations, both individuals and businesses. You will conduct in-depth client interviews to understand finances and tax implications, then provide personalized recommendations and potential tax savings opportunities.

You will build trusted client relationships, support clients with IRS notices and audit guidance, and collaborate with a supportive team in a local

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

Communication

Client facing

Tax knowledge

Advisory role

IRS regulations

Ausbildung

High School Diploma or GED

Bachelor's in Accounting/Finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations, both individuals and businesses. You will conduct in-depth client interviews to understand finances and tax implications, then provide personalized recommendations and potential tax savings opportunities.

You will build trusted client relationships, support clients with IRS notices and audit guidance, and collaborate with a supportive team in a local