Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Maquoketa (IA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to understand financials, and offer personalized recommendations, backed by training and technology.

This in-person role at a local H&R Block tax office emphasizes client service, tax savings opportunities, and building lasting relationships while earning an hourly wage and incentive plan based on impact.

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 skills, with ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financials and provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities and H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Client-facing experience

Strong communication

Tax concepts

Education

Bachelor’s degree in accounting/finance

High school diploma / GED

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to understand financials, and offer personalized recommendations, backed by training and technology.

This in-person role at a local H&R Block tax office emphasizes client service, tax savings opportunities, and building lasting relationships while earning an hourly wage and incentive plan based on impact.