Seasonal Tax Pro: Client‑Focused Advisor

H&R Block, Inc.; Columbia Township (MO); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for diverse clients and provide personalized recommendations. In this in-person role, you’ll interview clients, identify tax savings opportunities, and leverage Block-provided training and technology to deliver high-quality service.

You will build strong client relationships, explain tax concepts clearly, and support IRS interactions as needed.

Qualifications

• Successful completion of the H&R 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 advisory

Interviewing clients

Communication skills

IRS/state knowledge

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS credential

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for diverse clients and provide personalized recommendations. In this in-person role, you’ll interview clients, identify tax savings opportunities, and leverage Block-provided training and technology to deliver high-quality service.

You will build strong client relationships, explain tax concepts clearly, and support IRS interactions as needed.