Seasonal Tax Pro & Client Advisory Expert

H&R Block, Inc.; Whitefish (MT); On-site; USD 30,000 - 48,000; Full time

Job summary

HR Block is seeking a Seasonal Experienced Tax Professional to assist clients with complex tax situations and accurate returns. You will interview clients, identify tax savings opportunities, and offer advisory guidance using HR Block’s training and technology.

This in-person role at a local HR Block tax office emphasizes empathetic service, client relationships, and opportunity to grow in tax and financial services.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• 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 HR 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

Communication

Tax knowledge

Client interviewing

Education

High school diploma/GED

Bachelor’s degree in accounting/finance related field

Tools

GoSystem

Ultratax

Job description

HR Block is seeking a Seasonal Experienced Tax Professional to assist clients with complex tax situations and accurate returns. You will interview clients, identify tax savings opportunities, and offer advisory guidance using HR Block’s training and technology.

This in-person role at a local HR Block tax office emphasizes empathetic service, client relationships, and opportunity to grow in tax and financial services.