Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Mount Washington (KY); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional for a Louisville, KY office. You will prepare complete tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations using H&R Block tools and training.

You will deliver empathetic service, support clients through notices, and help the office stay compliant while collaborating with a team in a busy, client-focused environment.

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

Client communication

Tax knowledge

Interviewing clients

Attention to detail

IRS/state requirements

GoSystem Tax

UltraTax

AI tools

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/related field

Tools

GoSystem Tax

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block seeks a seasonal Experienced Tax Professional for a Louisville, KY office. You will prepare complete tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations using H&R Block tools and training.

You will deliver empathetic service, support clients through notices, and help the office stay compliant while collaborating with a team in a busy, client-focused environment.