Seasonal Tax Pro & Client Advisory Specialist

H&R Block; Palmyra (MO); On-site; USD 22,000 - 36,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to provide expert tax preparation and advisory services at a local office. You will interview clients, prepare returns, and identify savings opportunities while delivering empathetic service and building lasting relationships.

You'll work with training and industry-leading technology, with a competitive hourly rate and incentive plan based on impact and accuracy.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1.
• 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 communication

Tax knowledge

Consultative advisory

IRS requirements knowledge

Professional demeanor

Education

High school diploma

Bachelor's degree preferred

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to provide expert tax preparation and advisory services at a local office. You will interview clients, prepare returns, and identify savings opportunities while delivering empathetic service and building lasting relationships.

You'll work with training and industry-leading technology, with a competitive hourly rate and incentive plan based on impact and accuracy.