Seasonal Tax Advisor: Complex Returns & Savings

H&R Block, Inc.; Hudson (MI); On-site; USD 30,000 - 52,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and offer personalized tax-saving recommendations.

You will deliver empathetic, consultative service while building lasting client relationships. You’ll also provide IRS support and audit guidance, collaborate with teammates, and participate in ongoing training to

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

Client interviews

Explain tax concepts

Clear communication

Consultative advisory

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related

CPA/EA or IRS Circular 230 credential

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and offer personalized tax-saving recommendations.

You will deliver empathetic, consultative service while building lasting client relationships. You’ll also provide IRS support and audit guidance, collaborate with teammates, and participate in ongoing training to