Seasonal Tax Pro: Expert Returns & In-Person Guidance

H&R Block; Savannah (GA); Sur place; USD 25 000 - 39 000; Plein temps

Résumé du poste

H&R Block in Savannah, GA seeks a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations. You will help clients maximize savings, provide IRS notice guidance, and collaborate with local team in a client‑focused office.

Ideal candidates have strong communication skills, at least 1 year in tax-related work, and are willing to complete required trainings

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

Responsabilités

• 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

Connaissances

Tax knowledge

Client communication

Interviews

Consultative skills

Formation

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or a related field

CPA or Enrolled Agent (EA)

Outils

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Description du poste

H&R Block in Savannah, GA seeks a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations. You will help clients maximize savings, provide IRS notice guidance, and collaborate with local team in a client‑focused office.

Ideal candidates have strong communication skills, at least 1 year in tax-related work, and are willing to complete required trainings