Seasonal Tax Pro: Complex Returns & Client Guidance

H&R Block, Inc.; Magna (UT); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare tax returns, interview clients, and advise on tax implications in a local office. You will identify savings opportunities and provide excellent client service with training and technology support.

The role emphasizes accurate returns, IRS guidance, and collaboration within a team to maintain a client-focused office 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-facing

Communication

Tax knowledge

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree (accounting/finance or related)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare tax returns, interview clients, and advise on tax implications in a local office. You will identify savings opportunities and provide excellent client service with training and technology support.

The role emphasizes accurate returns, IRS guidance, and collaboration within a team to maintain a client-focused office environment.