Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Howell (MI); On-site; USD 28,000 - 41,000; Part 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, interview clients, and provide personalized recommendations, backed by training and technology.

This in-person role offers an opportunity to grow in tax and financial services, with an incentive plan and competitive hourly pay as you build tax expertise and serve clients in your local office.

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
• 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 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

Client interviews

Tax concepts

Communication

Consultative/advisory

Compliance with IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

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, interview clients, and provide personalized recommendations, backed by training and technology.

This in-person role offers an opportunity to grow in tax and financial services, with an incentive plan and competitive hourly pay as you build tax expertise and serve clients in your local office.