Seasonal Tax Pro & Client Advisor

H&R Block; Marshall (MN); On-site; USD 15,000 - 110,000; Full time

Job summary

H&R Block is seeking an in-person Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients, and identify savings opportunities. You will be supported by leading training and technology, with a competitive hourly rate and incentive plan as you build tax expertise.

This role is in-person at a local H&R Block tax office, offering meaningful seasonal work and a path to grow in tax and financial services while serving clients with

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

Client facing experience

Strong communication

Advisory mindset

Ability to explain tax concepts

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an in-person Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients, and identify savings opportunities. You will be supported by leading training and technology, with a competitive hourly rate and incentive plan as you build tax expertise.

This role is in-person at a local H&R Block tax office, offering meaningful seasonal work and a path to grow in tax and financial services while serving clients with