Seasonal Tax Pro & Advisor: Maximize Client Savings

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in person at a local office. You will interview clients, identify tax savings opportunities, and provide guidance on tax notices with the support of Block’s training and technology.

The role emphasizes client-focused service, relationship building, and ongoing education to grow tax expertise and client base in a seasonal setting.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields including individual and business returns
• Experience in a client-facing, consultative role
• Strong verbal and written communication skills; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

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

Skills

Tax knowledge

Client communication

Advisory mindset

Education

High school diploma

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in person at a local office. You will interview clients, identify tax savings opportunities, and provide guidance on tax notices with the support of Block’s training and technology.

The role emphasizes client-focused service, relationship building, and ongoing education to grow tax expertise and client base in a seasonal setting.