Seasonal Tax Advisor: Complex Returns & Client Guidance

H&R Block; Lemay (MO); On-site; USD 30,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Job summary

H&R Block in Missouri is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to conduct thorough client interviews to understand financial situations. You will build trusted client relationships, offer tax savings opportunities and relevant H&R Block products, and collaborate with a team in a in-person office environment.

You will provide IRS support, tax notice assistance, and audit guidance as needed, and work alongside

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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 preparation

Client communication

Interviewing clients

IRS knowledge

Education

Bachelor's degree in accounting

Tools

GoSystem

Ultratax

Job description

H&R Block in Missouri is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to conduct thorough client interviews to understand financial situations. You will build trusted client relationships, offer tax savings opportunities and relevant H&R Block products, and collaborate with a team in a in-person office environment.

You will provide IRS support, tax notice assistance, and audit guidance as needed, and work alongside