Seasonal Tax Pro — In-Office Advisor with Incentives

H&R Block, Inc.; Madera (CA); Vor Ort; USD 23.000 - 110.000; Vollzeit

Benefits dieser Stelle

Incentive plan

Competitive pay

Training and technology

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses and build lasting client relationships.

You will interview clients, explain tax concepts clearly, identify savings opportunities, and provide IRS support as needed. The role involves in-person work at a local tax office and offers training, competitive pay, and an incentive plan.

Qualifikationen

• Minimum 1 year of tax preparation experience for individuals and businesses
• Experience in client-facing advisory roles
• Must complete continuing education and meet IRS/state requirements

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• 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

Strong communication

Client interviewing

Tax knowledge

IRS requirements

Ausbildung

Bachelor's degree in accounting

CPA or Enrolled Agent

High school diploma / GED

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses and build lasting client relationships.

You will interview clients, explain tax concepts clearly, identify savings opportunities, and provide IRS support as needed. The role involves in-person work at a local tax office and offers training, competitive pay, and an incentive plan.