Seasonal Tax Pro | Client Advisory & Returns Expert

H&R Block; Lafayette (IN); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block in Lafayette, IN is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify savings opportunities. You'll work hands-on with diverse tax situations using our training and technology.

This in-person role offers an hourly rate, an incentive plan based on impact, and a path to grow in tax and financial services within a supportive, client-focused office.

Qualifications

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct client interviews to understand financial situations, life changes, and tax implications.
• Provide tax savings opportunities and recommend H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Responsibilities

• Prepare tax returns for individuals and businesses with accuracy.
• Interview clients to gather financial information and explain tax implications.
• Identify potential tax savings opportunities and relevant H&R Block products.
• Assist clients with IRS notices and audit inquiries when required.

Skills

Client interviews

Tax knowledge assessment

Tax preparation

Communication

Continuing education

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

Job description

H&R Block in Lafayette, IN is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify savings opportunities. You'll work hands-on with diverse tax situations using our training and technology.

This in-person role offers an hourly rate, an incentive plan based on impact, and a path to grow in tax and financial services within a supportive, client-focused office.