Seasonal Tax Pro: Trusted Advisor & Savings Explorer

H&R Block, Inc.; High Ridge Township (MO); Sur place; USD 21 000 - 41 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate returns for clients with complex tax situations. You will conduct client interviews, offer personalized recommendations, and help clients navigate tax implications with confidence.

You will support clients through IRS notices, audits, and tax planning while collaborating with team members to maintain a high-performing, client-focused office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a client-focused office environment.

Connaissances

Tax knowledge

Client interviewing

Communication

IRS familiarity

Formation

High school diploma or GED

Bachelor's degree in accounting/finance

Outils

GoSystem

UltraTax

AI tools

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate returns for clients with complex tax situations. You will conduct client interviews, offer personalized recommendations, and help clients navigate tax implications with confidence.

You will support clients through IRS notices, audits, and tax planning while collaborating with team members to maintain a high-performing, client-focused office environment.