Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Fort Morgan (CO); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block in Fort Morgan, CO is seeking a seasonal Experienced Tax Professional to prepare returns and advise clients in person at a local tax office. You will interview clients, identify tax savings, and deliver compliant, accurate results with guidance from industry-leading training.

Join a supportive team with competitive hourly pay and an incentive plan based on impact, as you build tax expertise and trusted client relationships in a busy tax season environment.

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; ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma / GED / equivalent.

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

Communication

Client facing

Tax knowledge

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block in Fort Morgan, CO is seeking a seasonal Experienced Tax Professional to prepare returns and advise clients in person at a local tax office. You will interview clients, identify tax savings, and deliver compliant, accurate results with guidance from industry-leading training.

Join a supportive team with competitive hourly pay and an incentive plan based on impact, as you build tax expertise and trusted client relationships in a busy tax season environment.