Seasonal Tax Pro — Client Advisor & Returns Expert

H&R Block, Inc.; Cherokee (IA); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Incentive plan

Training and development

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations and to provide consultative tax advice in a local in-person office.

You will interview clients, identify tax-saving opportunities, and deliver personalized recommendations, while supporting team collaboration. The role emphasizes client relationships, accuracy, IRS/audit guidance, and continued learning with industry-leading training and technology.

Qualifications

• Requires experience in tax preparation or related field.
• Includes preparing individual and business returns.
• Experience in client-facing advisory roles preferred.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct client interviews to understand financials and tax implications.
• Provide tax savings recommendations and product suggestions.
• Offer IRS support, tax notices, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Verbal communication

Written communication

Client facing

Consultative advisory

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations and to provide consultative tax advice in a local in-person office.

You will interview clients, identify tax-saving opportunities, and deliver personalized recommendations, while supporting team collaboration. The role emphasizes client relationships, accuracy, IRS/audit guidance, and continued learning with industry-leading training and technology.