Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Forsyth (MO); On-site; USD 28,000 - 44,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interview clients, and provide tailored recommendations. You will build strong client relationships and offer tax-saving opportunities using H&R Block products.

You’ll work in a local tax office in person, leveraging our training and technology to deliver compliant, high-quality service and guidance on IRS notices and audits.

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

Tax preparation

Client interviews

Communication skills

IRS/state requirements

GoSystem / UltraTax

Copilot / ChatGPT familiarity

Education

Bachelor's degree in accounting/finance

High school diploma or GED

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interview clients, and provide tailored recommendations. You will build strong client relationships and offer tax-saving opportunities using H&R Block products.

You’ll work in a local tax office in person, leveraging our training and technology to deliver compliant, high-quality service and guidance on IRS notices and audits.