Seasonal Tax Pro: Client Advisory & Returns Expert

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

Job summary

H&R Block in Kentucky is hiring a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients on tax savings opportunities. You will interview clients, analyze financial situations, and recommend compliant strategies while delivering empathetic, consultative service.

Role is in-person at a local H&R Block tax office; prior tax experience and the ability to explain tax concepts clearly are essential for success and growth within the company.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, ability to explain tax concepts clearly

Responsibilities

• Prepare complete, accurate tax returns for diverse client situations including individuals and businesses
• Conduct in-depth client interviews to assess finances and tax implications and provide recommendations
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax preparation

Client communication

IRS rules knowledge

Financial advisory experience

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Kentucky is hiring a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients on tax savings opportunities. You will interview clients, analyze financial situations, and recommend compliant strategies while delivering empathetic, consultative service.

Role is in-person at a local H&R Block tax office; prior tax experience and the ability to explain tax concepts clearly are essential for success and growth within the company.