Seasonal Tax Pro: Client Advisor & Savings Expert

H&R Block, Inc.; Buckeye (AZ); On-site; USD 28,000 - 34,000; Full time

Job summary

H&R Block in the United States is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare complete tax returns for individuals and businesses, conduct client interviews to understand finances, and provide personalized recommendations.

You will build lasting client relationships and deliver tax savings opportunities with the support of industry-leading training and technology.

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

Education

Bachelor’s degree in accounting, finance or a related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare complete tax returns for individuals and businesses, conduct client interviews to understand finances, and provide personalized recommendations.

You will build lasting client relationships and deliver tax savings opportunities with the support of industry-leading training and technology.