Seasonal Tax Pro & Client Advisory Expert

H&R Block; Sandy (UT); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, conduct in-depth interviews, and provide clear recommendations while building lasting client relationships.

The role emphasizes delivering empathetic, consultative service, leveraging training and technology, and earning an hourly rate with an incentive plan as you grow your tax expertise and serve

Qualifications

• 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 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

Skills

Client facing

Communication skills

Tax knowledge

Advisory mindset

Education

Bachelor’s degree in accounting or finance

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, conduct in-depth interviews, and provide clear recommendations while building lasting client relationships.

The role emphasizes delivering empathetic, consultative service, leveraging training and technology, and earning an hourly rate with an incentive plan as you grow your tax expertise and serve