Seasonal Tax Pro: Expert Returns & Savings

H&R Block, Inc.; Onamia (MN); In loco; USD 16.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive hourly rate

Incentive plan

Training and technology

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conducting client interviews and offering personalized recommendations. You will build lasting client relationships while leveraging training and technology to maximize tax savings opportunities in a collaborative office setting.

The role emphasizes in-person work at a local H&R Block tax office with opportunities for growth in tax and financial services, supported by

Competenze

• 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

Mansioni

• 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

Conoscenze

Tax preparation

Client communication

IRS knowledge

Attention to detail

Team collaboration

Formazione

High school diploma or GED

Bachelor’s degree (preferred)

Strumenti

GoSystem or Ultratax

AI-powered tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conducting client interviews and offering personalized recommendations. You will build lasting client relationships while leveraging training and technology to maximize tax savings opportunities in a collaborative office setting.

The role emphasizes in-person work at a local H&R Block tax office with opportunities for growth in tax and financial services, supported by