Seasonal Tax Advisor: Precise Returns & Client Savings

H&R Block, Inc.; Benzonia (MI); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct client interviews, and provide personalized tax planning advice. This in-person role emphasizes building trusted client relationships and leveraging H&R Block tools to optimize deductions.

You will collaborate with team members, support IRS processes, and contribute to a client-focused office environment while maintaining compliance with IRS/state requirements.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• At least 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative, or advisory role
• Must meet IRS/state continuing education requirements and have a high school diploma/GED

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Deliver empathetic, consultative service and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused office environment

Skills

Client facing

Verbal communication

Written communication

Advisory mindset

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct client interviews, and provide personalized tax planning advice. This in-person role emphasizes building trusted client relationships and leveraging H&R Block tools to optimize deductions.

You will collaborate with team members, support IRS processes, and contribute to a client-focused office environment while maintaining compliance with IRS/state requirements.