Seasonal Tax Pro: Trusted Advisor for Complex Returns

H&R Block; Charleston (WV); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block in Charleston, WV is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete, accurate tax returns for individuals and businesses, and conduct in-depth client interviews to understand finances and life changes.

You\'ll provide personalized recommendations, build trusted relationships, and identify tax savings opportunities while delivering empathetic, consultative service.

Qualifications

• Strong verbal and written communication skills.
• Must complete continuing education and meet IRS/state requirements.
• Minimum 1 year of experience in tax preparation or related fields.
• Successful completion of the H&R Block Tax Knowledge Assessment.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Communication skills

Education

Bachelor's degree in accounting or finance

High school diploma / GED

CPA or EA credential

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block in Charleston, WV is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete, accurate tax returns for individuals and businesses, and conduct in-depth client interviews to understand finances and life changes.

You\'ll provide personalized recommendations, build trusted relationships, and identify tax savings opportunities while delivering empathetic, consultative service.