Seasonal Tax Pro — Client Advisor & Savings Expert

H&R Block, Inc.; Fort Knox (KY); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses and to help clients navigate complex tax situations in a client-focused office setting.

You will conduct in-depth client interviews, identify savings opportunities, and provide clear recommendations while delivering empathetic, consultative service and leveraging H&R Block training and technology.

Qualifications

• Requires tax knowledge and ability to interview clients to assess tax situations.
• Must have at least 1 year of tax preparation or accounting experience.
• Ability to explain tax concepts in clear client-friendly language.
• Must meet continuing education and IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare accurate tax returns for individuals and small business clients.
• Conduct client interviews to understand financial situations and implications.
• Identify potential tax savings and appropriate H&R Block products.
• Provide IRS notice support and audit guidance when necessary.
• Collaborate with office team to maintain a positive client-focused environment.

Skills

Client-facing

Communication skills

Tax knowledge

Education

High school diploma or equivalent

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 accurate tax returns for individuals and businesses and to help clients navigate complex tax situations in a client-focused office setting.

You will conduct in-depth client interviews, identify savings opportunities, and provide clear recommendations while delivering empathetic, consultative service and leveraging H&R Block training and technology.