Seasonal Tax Pro: Client Advisory & Returns

H&R Block

Indianola (IA)

On-site

USD 25,000 - 39,000

Full time

6 hours ago

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Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations in a local office. You will interview clients to understand finances and provide clear, personalized recommendations, helping uncover savings opportunities and building lasting relationships.

The role emphasizes in-person client collaboration, IRS notice support, and team-based service, supported by extensive training and technology.

Qualifications

Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
Strong ability to interview clients to understand finances and tax implications.
Must comply with IRS/state requirements and complete continuing education.

Responsibilities

Prepare complete tax returns for individuals and businesses with complex situations.
Conduct in-depth client interviews to gather information and provide clear recommendations.
Build trusted client relationships through empathetic, consultative service and identify tax savings opportunities.
Provide IRS support, tax notice assistance, and audit guidance as needed.
Collaborate with team members to maintain a positive, client-focused office environment.