Experienced Tax Professional (Seasonal)

Trujillo Tax Services

Minneapolis, MNContract$25–30/hrSeen 2 days agoSeen in employer's feed 2 days ago

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At a glance

Compensation

$25–30/hr

Location

Minneapolis, MN

Schedule

Contract

Work Authorization

Not specified

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Requirements

Credentials this posting asks for.

Successful Completion Of The H&R Block Tax Knowledge Assessment

Job overview

The tax professional prepares individual and business tax returns, conducts client interviews, identifies tax‑saving opportunities, assists with IRS correspondence and audit support, and collaborates with colleagues to deliver consultative, client‑focused service.

Skills & qualifications

RequiredNice to have

Skills

Tax PreparationAccountingBookkeepingClient InterviewingIRS ComplianceConsultative Service

Qualifications

High School Diploma or EquivalentSuccessful Completion of the H&R Block Tax Knowledge Assessment2+ Years Tax Preparation ExperienceClient‑Facing Consultative ExperienceAbility to Meet Continuing Education Requirements

Full job description

Job Duties

Prepare complete and accurate individual and business tax returns for clients with diverse and complex tax situations.
Conduct comprehensive client interviews to assess financial circumstances, life events, and tax implications, while providing tailored recommendations.
Build and maintain trusted client relationships through professional, consultative, and empathetic service.
Identify tax-saving opportunities and recommend relevant H&R Block products and services to meet client needs.
Assist clients with IRS correspondence, tax notices, audit support, and related tax matters as needed.
Collaborate with colleagues, share best practices, and contribute to a positive, client-focused office environment.

Minimum Education Required

Successful completion of the H&R Block Tax Knowledge Assessment.
High school diploma, GED, or equivalent required.

Minimum Experience Required

Minimum of 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparation of both individual and business tax returns.
Experience in a client-facing, consultative, or advisory role.
Strong verbal and written communication skills with the ability to explain complex tax topics in clear, client-friendly language.
Ability to meet all continuing education requirements and maintain compliance with IRS and applicable state regulations.