Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Ronan (MT); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate tax returns, uncover savings opportunities, and build lasting client relationships using our training and technology, with a competitive hourly rate and incentive plan.

This role is in-person at a local H&R Block tax office. Suitable candidates will conduct in-depth client interviews, provide personalized recommendations, and collaborate with

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative roles
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and IRS/state requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• 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

Interviewing clients

Tax concepts explanation

Problem solving

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

AI tools awareness

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate tax returns, uncover savings opportunities, and build lasting client relationships using our training and technology, with a competitive hourly rate and incentive plan.

This role is in-person at a local H&R Block tax office. Suitable candidates will conduct in-depth client interviews, provide personalized recommendations, and collaborate with