Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block; Sand Springs (OK); Presencial; USD 19.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Comprehensive benefits

Incentive plan

Descripción de la vacante

H&R Block in Sand Springs, OK seeks an Experienced Tax Professional for a seasonal, in-office role. You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and provide personalized tax recommendations while building lasting relationships.

Leverage industry-leading training and technology, with an incentive plan tied to your impact, joining a team that helps clients navigate complex tax situations with confidence.

Formación

• 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 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 IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsabilidades

• 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

Conocimientos

Client communication

Consultative advisory

Educación

High school diploma / GED

Bachelor’s degree in accounting / finance

CPA or Enrolled Agent

Herramientas

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Descripción del empleo

H&R Block in Sand Springs, OK seeks an Experienced Tax Professional for a seasonal, in-office role. You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and provide personalized tax recommendations while building lasting relationships.

Leverage industry-leading training and technology, with an incentive plan tied to your impact, joining a team that helps clients navigate complex tax situations with confidence.