Seasonal Tax Pro: Client Advisor & Savings Expert

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients to understand their financial situations, and provide personalized tax-saving recommendations.

This in-person role at a local H&R Block office emphasizes client service, accuracy, and IRS support with competitive pay and an incentive plan. Ideal candidates have tax preparation experience, strong communication skills, and meet IRS/state requirements.

Qualifications

• Required: 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

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients to understand their financial situations, and provide personalized tax-saving recommendations.

This in-person role at a local H&R Block office emphasizes client service, accuracy, and IRS support with competitive pay and an incentive plan. Ideal candidates have tax preparation experience, strong communication skills, and meet IRS/state requirements.