Experienced Tax Professional

H&R Block, Inc.; New Haven (IN); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Industry-leading training

In-person at local tax office

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate individual and business tax returns and advise clients on tax-saving opportunities.

You will conduct in-depth client interviews, explain complex tax concepts in plain language, and collaborate with our team to deliver trusted, consultative service. This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you build tax expertise and serve

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment 1.
• Minimum 1 year of experience in tax preparation or related field.
• Client-facing, consultative or advisory experience.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client-facing

Interviewing clients

Tax knowledge

Strong communication

IRS/state requirements

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot/AI tools

Job description

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

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