Seasonal Tax Pro: Client Advisory & Savings

H&R Block, Inc.; South Jordan (UT); On-site; USD 25,000 - 36,000; Part time

Benefits offered by this job

Incentive plan

In-person role

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients at a local tax office. You will interview clients, identify tax-saving opportunities, and deliver personalized recommendations while building trusted relationships.

The role emphasizes in-person client service, continued tax education, and collaboration with team members in a dynamic office environment.

Qualifications

• Complete tax knowledge assessment successfully.
• 1+ year experience in tax preparation or related fields.
• Experience in client-facing roles and advisory services.
• Strong communication skills to explain tax concepts clearly.
• Meet continuing education and IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and implications.
• Identify tax savings opportunities and suggest relevant products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Skills

Client communication

Interviewing clients

Tax concepts explained clearly

IRS compliance

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

UltraTax

Microsoft Copilot / ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients at a local tax office. You will interview clients, identify tax-saving opportunities, and deliver personalized recommendations while building trusted relationships.

The role emphasizes in-person client service, continued tax education, and collaboration with team members in a dynamic office environment.