Seasonal Tax Pro — Trusted Client Advisor

H&R Block, Inc.; Helena (MT); In loco; USD 27.552.000 - 48.216.000; Part-time

Descrizione del lavoro

H&R Block in Helena, MT seeks a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and deliver personalized tax guidance. You will work in-person at a local H&R Block tax office and leverage leading training and technology with a performance-based incentive plan.

The role emphasizes building trusted client relationships, explaining tax concepts clearly, and identifying savings opportunities while supporting a busy office during tax season.

Competenze

• Successful completion of the HR 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; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Mansioni

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and tax implications.
• Deliver tax savings opportunities and recommend HR Block products.
• Provide IRS support, tax notices, and audit guidance.
• Collaborate with the team and maintain a positive, client-focused office environment.

Conoscenze

Client communication

Tax preparation experience

IRS/state compliance

Formazione

High school diploma/GED

Bachelor’s degree in accounting/finance

Strumenti

GoSystem

Ultratax

Descrizione del lavoro

H&R Block in Helena, MT seeks a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and deliver personalized tax guidance. You will work in-person at a local H&R Block tax office and leverage leading training and technology with a performance-based incentive plan.

The role emphasizes building trusted client relationships, explaining tax concepts clearly, and identifying savings opportunities while supporting a busy office during tax season.