Seasonal Tax Pro — Complex Returns & Client Advisory

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

Job summary

H&R Block is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare complete and accurate returns for individuals and businesses, conduct client interviews, and provide personalized recommendations while building trusted client relationships and identifying tax savings opportunities.

You’ll deliver empathetic, consultative service, supported by industry-leading training and technology, with an incentive plan that rewards impact as you grow

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
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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

Communication skills

Client-facing experience

Tax knowledge

Continuing education compliance

Experience: 5+ years in tax

Experience in advisory roles

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

H&R Block Tax Knowledge Assessment

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare complete and accurate returns for individuals and businesses, conduct client interviews, and provide personalized recommendations while building trusted client relationships and identifying tax savings opportunities.

You’ll deliver empathetic, consultative service, supported by industry-leading training and technology, with an incentive plan that rewards impact as you grow