Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Marshalltown (IA); On-site; USD 22,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses.

You will interview clients to understand finances and provide personalized recommendations, while building trusted relationships and delivering empathetic, consultative service. Role is in-person at a local H&R Block tax office, offering training, competitive hourly rate, and an incentive plan to reward impact

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 communication

Analytical thinking

Problem solving

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses.

You will interview clients to understand finances and provide personalized recommendations, while building trusted relationships and delivering empathetic, consultative service. Role is in-person at a local H&R Block tax office, offering training, competitive hourly rate, and an incentive plan to reward impact