Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Missoula (MT); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block, Inc. seeks an Experienced Tax Professional for a seasonal, in-person role at a local Missoula tax office.

You will prepare complete and accurate returns for individuals and businesses, interview clients to understand their financial situation, and offer personalized recommendations to maximize savings while following IRS and state requirements. You will build strong client relationships through empathetic, consultative service and collaborate with a team to provide exceptional

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 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

Client-facing experience

Strong communication

Tax knowledge assessment

Explain tax concepts clearly

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. seeks an Experienced Tax Professional for a seasonal, in-person role at a local Missoula tax office.

You will prepare complete and accurate returns for individuals and businesses, interview clients to understand their financial situation, and offer personalized recommendations to maximize savings while following IRS and state requirements. You will build strong client relationships through empathetic, consultative service and collaborate with a team to provide exceptional