Experienced Tax Professional

H&R Block; Great Falls (MT); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to join our local office and support clients with complex tax situations. This trusted advisor will prepare accurate returns, interview clients for detailed financial information, and offer personalized recommendations while leveraging H&R Block tools and training.

The role is in person at a local H&R Block tax office. You will help clients with individual and business returns, identify tax savings, and deliver compliant tax guidance.

Qualifications

• Minimum 1 year of tax experience or related work in tax preparation, accounting, or finance.
• Experience interviewing clients to gather financial information and explain tax outcomes.
• Knowledge of individual and business tax returns and tax concepts in plain language.

Responsibilities

• Prepare complete, accurate federal and state tax returns for individuals and small businesses.
• Conduct in-depth client interviews to understand finances, life changes, and tax implications; provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and appropriate H&R Block products.
• Provide IRS support, tax notices guidance, and audit assistance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client facing

Tax knowledge

IRS rules

Attention to detail

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

Job description

About The Role

As a seasonal

• 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

About The Role

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry‑leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place.

This role is in-person at a local H&R Block tax office.

• 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

Required Qualifications

• Successful completion of the H&R 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

Preferred Qualifications

• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well‑being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Billings MT