Seasonal Tax Pro & Client Advisory Expert

H&R Block

Minneapolis (MN)

On-site

USD 22,000 - 110,000

Full time

9 hours ago
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Benefits offered by this job

Competitive pay
401(k) Plan
Employee Assistance Program

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized tax recommendations. You will identify savings opportunities and promote H&R Block products while delivering empathetic, client-focused service.

This in-person role at a local H&R Block tax office emphasizes teamwork, ongoing training, and a strong advisory mindset to help clients navigate complex tax situations and

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 client-facing, consultative, or advisory roles
  • Strong verbal and written communication; ability to explain tax concepts clearly
  • Must complete continuing education and meet IRS/state requirements
  • High school diploma / GED or equivalent

Responsibilities

  • Prepare complete, accurate tax returns for individuals and businesses
  • Conduct in-depth client interviews to understand finances and life changes
  • Provide personalized recommendations and identify tax savings opportunities
  • Provide IRS support, notice assistance, and audit guidance as needed
  • Collaborate with team and contribute to a positive, client-focused office environment

Skills

Tax knowledge
Client interviews
Communication
IRS knowledge
Team collaboration
GoSystem / UltraTax

Education

Bachelor’s degree (preferred)
High school diploma / GED
CPA or EA (preferred)

Tools

GoSystem
UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized tax recommendations. You will identify savings opportunities and promote H&R Block products while delivering empathetic, client-focused service.

This in-person role at a local H&R Block tax office emphasizes teamwork, ongoing training, and a strong advisory mindset to help clients navigate complex tax situations and

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