Seasonal Tax Pro & Advisor - In-Person, Client-Focused

H&R Block, Inc.; Vassar (MI); On-site; USD 28,000 - 55,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to assess tax implications, and provide personalized recommendations. The role emphasizes building lasting client relationships and leveraging advanced training and technology.

This in-person position offers an incentive plan and opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts simply
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients
• Collaborate with team members and contribute to a client-focused office environment

Skills

Client-facing experience

Communication skills

Tax knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to assess tax implications, and provide personalized recommendations. The role emphasizes building lasting client relationships and leveraging advanced training and technology.

This in-person position offers an incentive plan and opportunities to grow in tax and financial services.