Seasonal Tax Pro — Complex Returns & Advisory

H&R Block; Laurel (MT); On-site; USD 28,000 - 34,000; Part time

Benefits offered by this job

Incentive plan

Competitive hourly pay

Extensive training

Job summary

H&R Block in Billings, MT is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to interview clients, understand their financial situations, and identify tax savings opportunities.

You will deliver empathetic, consultative service, build lasting client relationships, and work with a supportive team in a local office, with training, incentives, and competitive hourly pay.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide personalized recommendations and tax savings opportunities.
• Build trusted client relationships with empathetic, consultative service.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members in a positive, client-focused office.

Skills

Tax knowledge assessment completed

Client-facing advisory experience

Strong communication skills

IRS/state requirements knowledge

Education

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA) certification

High school diploma / GED / equivalent

Tools

GoSystem Tax software

UltraTax

Job description

H&R Block in Billings, MT is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to interview clients, understand their financial situations, and identify tax savings opportunities.

You will deliver empathetic, consultative service, build lasting client relationships, and work with a supportive team in a local office, with training, incentives, and competitive hourly pay.