Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Kennett (MO); On-site; USD 20,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate tax returns. You will interview clients, provide personalized recommendations, and identify savings opportunities while leveraging our training and technology.

This in-person role offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services during the busy season.

Qualifications

• Must complete continuing education and meet all IRS and applicable state requirements.
• Strong verbal and written communication; explain tax concepts clearly to clients.
• 1 year of experience in tax preparation or related fields (accounting, finance, or bookkeeping).
• High school diploma or GED required.

Responsibilities

• Prepare complete tax returns for clients with diverse and complex tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client-facing

Communication

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate tax returns. You will interview clients, provide personalized recommendations, and identify savings opportunities while leveraging our training and technology.

This in-person role offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services during the busy season.