Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Mountain Grove (MO); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare returns for individuals and small businesses and to interview clients to uncover tax-saving opportunities. This in-person role at a local H&R Block office emphasizes client-focused service and accuracy, with training and technology support.

You’ll deliver personalized tax guidance, build lasting client relationships, and participate in an incentive plan based on performance.

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

Verbal communication

Written communication

Attention to detail

Education

High school diploma

Bachelor’s degree in accounting/related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare returns for individuals and small businesses and to interview clients to uncover tax-saving opportunities. This in-person role at a local H&R Block office emphasizes client-focused service and accuracy, with training and technology support.

You’ll deliver personalized tax guidance, build lasting client relationships, and participate in an incentive plan based on performance.