Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Ronan (MT); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

Training and support

Career growth

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence in a local Montana tax office. You will prepare accurate returns, interview clients, identify savings opportunities, and support clients with IRS notices, backed by leading training and a competitive pay and incentive plan.

This in-person role offers the chance to grow in tax and financial services with meaningful seasonal work.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Successful completion of the H&R Block Tax Knowledge Assessment.
• Must complete continuing education and meet IRS/state requirements.

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 interviewing

Communication skills

Education

High school diploma or GED

Bachelor's degree preferred

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence in a local Montana tax office. You will prepare accurate returns, interview clients, identify savings opportunities, and support clients with IRS notices, backed by leading training and a competitive pay and incentive plan.

This in-person role offers the chance to grow in tax and financial services with meaningful seasonal work.