Seasonal Tax Professional: Expert Returns & Guidance

H&R Block, Inc.; Oak Harbor (WA); Vor Ort; USD 23.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block in Washington state is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and small businesses, interview clients to understand their finances, and deliver personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, provide IRS support when needed, and collaborate with a local office team in a client-focused environment.

Qualifikationen

• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing, consultative, or advisory roles.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS and state continuing education requirements.
• High school diploma or GED required.

Aufgaben

• Prepare complete tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Identify tax savings opportunities and recommend H&R Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with office team to maintain a positive client-focused environment.

Kenntnisse

Client communication

IRS/state requirements knowledge

Attention to detail

Interviewing skills

Ausbildung

High school diploma / GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block in Washington state is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and small businesses, interview clients to understand their finances, and deliver personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, provide IRS support when needed, and collaborate with a local office team in a client-focused environment.