Seasonal Tax Advisor: Expert Guidance & Growth

H&R Block, Inc.; Marengo (IA); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block, Inc. in Marengo, IA is seeking a seasonal Experienced Tax Professional to assist clients with complex returns and advisory guidance.

You will prepare returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations focused on savings opportunities. Backed by extensive training and leading technology, you will earn a competitive hourly rate and participate in an incentive plan that rewards impact and tax expertise.

Qualifications

• 1 year of tax preparation or related experience
• Experience in client-facing advisory roles
• Must meet IRS/state continuing education requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team to maintain a positive client-focused office environment

Skills

Client facing

Verbal communication

Written communication

Advisory experience

Interviews

Education

High school diploma or GED

Bachelor’s degree (preferred) in accounting/finance

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

UltrasTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. in Marengo, IA is seeking a seasonal Experienced Tax Professional to assist clients with complex returns and advisory guidance.

You will prepare returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations focused on savings opportunities. Backed by extensive training and leading technology, you will earn a competitive hourly rate and participate in an incentive plan that rewards impact and tax expertise.