Seasonal Tax Expert: Client Advisor & Savings

H&R Block, Inc.; Excelsior Springs (MO); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. in Missouri is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand finances and provide clear recommendations, while building lasting relationships and identifying potential tax savings.

You’ll offer IRS support and audit guidance as needed, collaborate with teammates in a busy in-person office, and participate in ongoing training to stay current with tax laws and block products.

Qualifications

• Successful completion of 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 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

Tax knowledge

Client communication

Consultative advisory

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. in Missouri is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand finances and provide clear recommendations, while building lasting relationships and identifying potential tax savings.

You’ll offer IRS support and audit guidance as needed, collaborate with teammates in a busy in-person office, and participate in ongoing training to stay current with tax laws and block products.