Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Winchester (KY); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block in Kentucky is seeking a seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate returns for individuals and businesses, conducting in-depth client interviews, and offering personalized recommendations. This in-person role at a local office includes an incentive plan and a competitive hourly rate.

You will deliver IRS support and audit guidance, build lasting client relationships, and collaborate with colleagues to maintain a positive, client-focused

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, including individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/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 facing

Verbal and written communication

Explain tax concepts

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Kentucky is seeking a seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate returns for individuals and businesses, conducting in-depth client interviews, and offering personalized recommendations. This in-person role at a local office includes an incentive plan and a competitive hourly rate.

You will deliver IRS support and audit guidance, build lasting client relationships, and collaborate with colleagues to maintain a positive, client-focused