Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Mason City (IA); On-site; USD 28,000 - 55,000; Full time

Job summary

H&R Block in Mason City, IA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns, uncover savings opportunities, and rely on industry-leading training and technology.

This in-person role emphasizes client interviews, personalized recommendations, IRS support, and audit guidance, with an incentive plan that rewards impact as you build tax expertise and serve clients.

Qualifications

• Complete the H&R Block Tax Knowledge Assessment.
• At least 1 year of tax prep or related experience.
• Experience in client-facing, consultative roles.
• Strong written and verbal communication skills.
• Meet IRS/state continuing education requirements.
• High school diploma or GED.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Provide tax savings recommendations and product guidance.
• Provide IRS support and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Client communication

Tax knowledge

IRS/state requirements

Explain tax concepts

Education

High school diploma or GED

Bachelor's degree in accounting or finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Mason City, IA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns, uncover savings opportunities, and rely on industry-leading training and technology.

This in-person role emphasizes client interviews, personalized recommendations, IRS support, and audit guidance, with an incentive plan that rewards impact as you build tax expertise and serve clients.