Seasonal Tax Pro & Client Advisory Expert

H&R Block; Hawarden (IA); On-site; USD 25,000 - 39,000; Part time

Job summary

HR Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and deliver accurate returns with personalized guidance. You’ll use your expertise to uncover savings opportunities and build lasting client relationships with the support of industry-leading training and technology.

This in-person role at a local HR Block tax office offers a competitive hourly rate and an incentive plan based on impact as you develop tax expertise and serve clients.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts clearly to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED 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 and provide clear recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and HR Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members, share knowledge, and contribute to a positive client-focused office environment

Skills

Client interviewing

Strong communication

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

AI-powered tools (Copilot/ChatGPT)

Job description

HR Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and deliver accurate returns with personalized guidance. You’ll use your expertise to uncover savings opportunities and build lasting client relationships with the support of industry-leading training and technology.

This in-person role at a local HR Block tax office offers a competitive hourly rate and an incentive plan based on impact as you develop tax expertise and serve clients.