Seasonal Tax Pro — In-Person Trusted Advisor

H&R Block; Mustang (OK); Presencial; USD 42.000 - 54.000; Tempo integral

Resumo da vaga

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand tax implications, and offer personalized recommendations. You will identify savings opportunities and support clients with IRS notices and audits, backed by strong training and technology.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service and building lasting client relationships while providing a competitive

Qualificações

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of tax preparation/related experience
• Experience in client-facing or advisory roles
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and meet IRS and state requirements
• High school diploma or GED required

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations
• Deliver personalized recommendations and identify tax savings
• Provide IRS support, notices assistance, and audit guidance
• Collaborate with team and maintain a positive client-focused office

Conhecimentos

Client communication

Consultative approach

Interpersonal skills

Team collaboration

Formação

High school diploma or GED

Bachelor’s degree preferred

Ferramentas

GoSystem

UltraTax

AI-assisted tools (Copilot/ChatGPT)

Descrição da vaga

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand tax implications, and offer personalized recommendations. You will identify savings opportunities and support clients with IRS notices and audits, backed by strong training and technology.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service and building lasting client relationships while providing a competitive