Seasonal Tax Pro - In-Office Client Advisor & Returns Expert

H&R Block; Middleborough (MA); Vor Ort; USD 21.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and identify tax savings opportunities. This in-person role will be performed at a local H&R Block tax office, with training and technology to support high quality service.

You will build trusted client relationships, provide consultative guidance, and collaborate with teammates to deliver empathetic

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Client-facing

Communication skills

Interviewing clients

Tax knowledge

Team collaboration

Ausbildung

High school diploma / GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and identify tax savings opportunities. This in-person role will be performed at a local H&R Block tax office, with training and technology to support high quality service.

You will build trusted client relationships, provide consultative guidance, and collaborate with teammates to deliver empathetic