Seasonal Tax Advisor - Competitive Pay + Incentives

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

Job summary

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations in person at a local tax office.

You will prepare complete and accurate returns for individuals and businesses, interview clients to uncover needs, and offer personalized tax-saving recommendations with support from training and technology. You will build strong client relationships by delivering empathetic, consultative service and leveraging available H&R Block products.

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

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 - 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

Skills

Tax knowledge assessment

Client-facing

Communication skills

Continued education

Relationship building

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

Ultralatx

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations in person at a local tax office.

You will prepare complete and accurate returns for individuals and businesses, interview clients to uncover needs, and offer personalized tax-saving recommendations with support from training and technology. You will build strong client relationships by delivering empathetic, consultative service and leveraging available H&R Block products.