Seasonal Tax Pro: Trusted Advisor for Complex Returns

H&R Block, Inc.

Jackson (KY)

Sur place

USD 28 000 - 36 000

Temps partiel

14 jours+

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Résumé du poste

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand financials and provide personalized recommendations, building trusted relationships and identifying tax savings opportunities.

You’ll be supported by industry-leading training and technology, with an incentive plan that rewards your impact as you grow in tax

Qualifications

  • Successful completion of the HR Block Tax Knowledge Assessment1
  • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
  • Experience working in a client facing, consultative, or advisory role
  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
  • Must complete continuing education and meet all other IRS and applicable 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

Communication skills
Client-facing
Advisory mindset

Formation

High school diploma / GED / equivalent
Bachelor's degree in accounting/finance or related field

Outils

GoSystem/UltraTax software
AI-powered tools (Copilot/ChatGPT)
CPA or EA credential

Description du poste

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand financials and provide personalized recommendations, building trusted relationships and identifying tax savings opportunities.

You’ll be supported by industry-leading training and technology, with an incentive plan that rewards your impact as you grow in tax

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