Seasonal Tax Advisor: Client-Focused & Savings Expert

H&R Block, Inc.; Louisiana (MO); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients to understand financial situations, provide personalized recommendations, and identify tax-saving opportunities with the help of our training and technology.

The role emphasizes client-focused service, collaboration with team members, and adherence to IRS and state requirements, with a competitive hourly rate and incentive plan.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative 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.

Responsibilities

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

Skills

Tax knowledge assessment

1+ year tax experience

Client-facing experience

Strong communication

Education compliance

Education

Bachelor's in accounting/finance or related

CPA or EA or IRS Circular 230 credential

Tools

GoSystem/Ultratax

AI tools familiarity

Job description

H&R Block is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients to understand financial situations, provide personalized recommendations, and identify tax-saving opportunities with the help of our training and technology.

The role emphasizes client-focused service, collaboration with team members, and adherence to IRS and state requirements, with a competitive hourly rate and incentive plan.