Seasonal Tax Pro: In-Person Client Advisory & Returns

H&R Block, Inc.; Nashville (IL); Vor Ort; USD 21.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Illinois is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with complex situations, interview clients to assess finances, and identify savings opportunities.

This in-person role offers industry-leading training and a competitive hourly rate with an incentive plan to build your tax expertise and serve clients. Join us in a local H&R Block tax office where you will collaborate with a supportive team, deliver

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 in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS and 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 and provide 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

Tax knowledge

Consultative advisory

Ausbildung

High school diploma / GED

Bachelor’s degree preferred

Tools

GoSystem

UltraTax

Jobbeschreibung

H&R Block, Inc. in Illinois is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with complex situations, interview clients to assess finances, and identify savings opportunities.

This in-person role offers industry-leading training and a competitive hourly rate with an incentive plan to build your tax expertise and serve clients. Join us in a local H&R Block tax office where you will collaborate with a supportive team, deliver