Seasonal Tax Pro: Client Advisory & Returns

H&R Block; Martin (KY); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses and to deliver personalized client service in a local office.

You'll conduct client interviews, identify tax savings opportunities, provide IRS support when needed, and collaborate with teammates to maintain a client-focused environment while advancing your tax expertise and industry training. This is an in-person role at a local H&R Block office in Kentucky.

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 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 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

Tax knowledge assessment

Tax preparation experience

Client-facing communication

IRS/state compliance

Education requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses and to deliver personalized client service in a local office.

You'll conduct client interviews, identify tax savings opportunities, provide IRS support when needed, and collaborate with teammates to maintain a client-focused environment while advancing your tax expertise and industry training. This is an in-person role at a local H&R Block office in Kentucky.