Seasonal Tax Advisor - Complex Returns & Client Savings

H&R Block; Jefferson City (MO); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Jefferson City, MO is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns and uncover savings opportunities using training and technology.

The role is in-person at a local tax office; you will conduct client interviews, provide recommendations, support IRS notices, and collaborate with teammates to deliver empathetic, consultative service while building lasting client relationships.

Qualifications

• Must complete 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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; able to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Communication

Client facing

Tax knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

CPA or EA (IRS Circular 230 credential)

Tools

GoSystem

Ultratax

Job description

H&R Block in Jefferson City, MO is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns and uncover savings opportunities using training and technology.

The role is in-person at a local tax office; you will conduct client interviews, provide recommendations, support IRS notices, and collaborate with teammates to deliver empathetic, consultative service while building lasting client relationships.