Seasonal Tax Pro: Expert Returns & Savings

H&R Block, Inc.; Stanton Township (MI); Sur place; USD 21 000 - 34 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their financial situations, identify tax-saving opportunities, and provide personalized recommendations with empathetic service.

Leverage industry-leading training and technology to support complex individual and business returns, while earning a competitive hourly rate and participating in an incentive plan

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements and have a high school diploma or equivalent.

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and applicable H&R 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.

Connaissances

Client-facing communication

Tax knowledge

Attention to detail

Problem-solving

Formation

High school diploma or GED

Bachelor's degree preferred

Outils

GoSystem

Ultratax

AI tools familiarity

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their financial situations, identify tax-saving opportunities, and provide personalized recommendations with empathetic service.

Leverage industry-leading training and technology to support complex individual and business returns, while earning a competitive hourly rate and participating in an incentive plan