Seasonal Tax Advisor: Client Savings & Compliance

H&R Block; Hamilton (MO); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations and to conduct in-depth client interviews to understand finances and life changes. You will provide personalized, consultative recommendations and identify tax savings opportunities while delivering empathetic service.

You will also offer IRS support, audit guidance, and collaborate with team members to maintain a positive, client-focused office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills and ability to explain tax concepts to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• 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 and provide 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 and contribute to a positive, client-focused office environment

Skills

Client interviewing

Communication skills

Tax concepts explanation

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations and to conduct in-depth client interviews to understand finances and life changes. You will provide personalized, consultative recommendations and identify tax savings opportunities while delivering empathetic service.

You will also offer IRS support, audit guidance, and collaborate with team members to maintain a positive, client-focused office environment.