Seasonal Tax Pro: In-Person Client Advisory & Savings

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

Benefits dieser Stelle

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

(virtual) fitness center programs

Associate discount program

Business Travel Accident Insurance

Zusammenfassung

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for diverse client situations in-person at a local tax office. You will interview clients to understand finances, offer personalized recommendations, and build lasting relationships while leveraging training and technology to optimize savings opportunities.

The role emphasizes a client-facing advisory approach, with an emphasis on tax expertise, continuing education, and compliance with IRS/state

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide recommendations
• Build trusted client relationships and identify tax savings and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Kenntnisse

Tax preparation

Client communication

Client interviewing

IRS/state requirements

Ausbildung

Bachelor's degree in accounting or related field

High school diploma

CPA or Enrolled Agent (EA)

Continuing education compliance

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for diverse client situations in-person at a local tax office. You will interview clients to understand finances, offer personalized recommendations, and build lasting relationships while leveraging training and technology to optimize savings opportunities.

The role emphasizes a client-facing advisory approach, with an emphasis on tax expertise, continuing education, and compliance with IRS/state