Seasonal Tax Pro — Client Advisory & Returns

H&R Block; Le Mars (IA); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block in Le Mars, IA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns and offer personalized recommendations in person.

This role emphasizes in-depth client interviews, building trusted relationships, and identifying tax savings opportunities. You’ll work with a supportive team, receive industry-leading training, and earn an incentive-based compensation aligned with impact.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields with individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications.
• Provide personalized recommendations and identify tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge assessment

Client-facing experience

Tax preparation experience

Communication skills

Continuing education compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem or Ultratax

AI-powered tools knowledge

Job description

H&R Block in Le Mars, IA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns and offer personalized recommendations in person.

This role emphasizes in-depth client interviews, building trusted relationships, and identifying tax savings opportunities. You’ll work with a supportive team, receive industry-leading training, and earn an incentive-based compensation aligned with impact.