Seasonal Tax Advisor: Expert Returns & Client Trust

H&R Block, Inc.; Grundy Center (IA); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients with complex tax situations. You will prepare accurate returns, interview clients, and offer personalized tax savings guidance using leading tools.

The role emphasizes building lasting client relationships and delivering consultative service in a local office setting with strong training and incentives.

Qualifications

• Must complete continuing education and meet IRS/state requirements.
• 1+ year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles.
• Ability to explain tax concepts clearly to clients.
• In-person work at local H&R Block office.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations.
• Identify tax savings opportunities and relevant H&R Block products.
• Provide IRS guidance, audit support, and notice resolution as needed.
• Collaborate with team to maintain a positive, client-focused office.

Skills

Verbal and written communication

Client-facing advisory

Education

Bachelor’s in accounting/finance/related

CPA or Enrolled Agent (EA) credential

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients with complex tax situations. You will prepare accurate returns, interview clients, and offer personalized tax savings guidance using leading tools.

The role emphasizes building lasting client relationships and delivering consultative service in a local office setting with strong training and incentives.