Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Sedona (AZ); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate returns and uncovering savings opportunities. You will help clients navigate complex tax scenarios, conduct in-depth interviews, and deliver personalized recommendations with the support of industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client service, collaboration, and building lasting relationships while offering a competitive

Qualifications

• Strong verbal and written communication skills.
• Experience in client-facing, consultative, or advisory roles.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations (including individuals and businesses).
• Conduct in-depth client interviews to understand financials and life changes, then provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and HR Block products.
• Provide IRS notice assistance, audit guidance, and tax-related support as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Communication skills

Client-facing experience

IRS concepts explanation

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent credential

Tools

GoSystem

UltrasTax

Job description

H&R Block seeks a seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate returns and uncovering savings opportunities. You will help clients navigate complex tax scenarios, conduct in-depth interviews, and deliver personalized recommendations with the support of industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client service, collaboration, and building lasting relationships while offering a competitive