Seasonal Tax Pro & Client Advisory Expert

H&R Block; Ankeny (IA); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, a leading tax services firm, is seeking a seasonal Experienced Tax Professional to prepare complex individual and business returns and advise clients on tax strategies. This in-person role offers training, competitive hourly pay, and an incentive plan to reward impact while building expertise.

The position is based in a local H&R Block tax office, with opportunities to grow within tax and financial services and to develop lasting client relationships through empathetic, consultative

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong communication skills and ability to explain tax concepts clearly.
• Must meet continuing education requirements and IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations (individual and business).
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities and products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client communication

Attention to detail

IRS rules

Education

High school diploma or GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, a leading tax services firm, is seeking a seasonal Experienced Tax Professional to prepare complex individual and business returns and advise clients on tax strategies. This in-person role offers training, competitive hourly pay, and an incentive plan to reward impact while building expertise.

The position is based in a local H&R Block tax office, with opportunities to grow within tax and financial services and to develop lasting client relationships through empathetic, consultative