Seasonal Tax Pro: Trusted Advisor & Client Impact

H&R Block; Bad Axe (MI); Sur place; USD 30 000 - 52 000; Plein temps

Résumé du poste

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations to optimize tax outcomes.

Leverage industry-leading training and technology, earn a competitive hourly rate, and participate in an incentive plan as you grow tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills with ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsabilités

• 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

Connaissances

Client-facing

Communication

Interviewing

Attention to detail

IRS knowledge

Formation

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Outils

GoSystem

Ultratax

AI-assisted tools (Copilot/ChatGPT)

Description du poste

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations to optimize tax outcomes.

Leverage industry-leading training and technology, earn a competitive hourly rate, and participate in an incentive plan as you grow tax expertise and serve clients.