Seasonal Tax Pro: Earn Incentives & Grow Expertise

H&R Block, Inc.; Coldwater (MI); On-site; USD 15,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns and advise clients in person at a local tax office.

You will interview clients to assess financial situations, explain tax implications clearly, and identify tax savings opportunities while building lasting relationships. The role emphasizes delivering empathetic, consultative service, using strong training and technology, and participating in an incentive plan as you grow your tax expertise and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1.
• 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

Tax knowledge assessment 1

Client advisory

Tax preparation

IRS/state requirements

Communication skills

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) credential

IRS Circular 230 credential

5+ years of tax/finance experience

GoSystem or UltraTax familiarity

AI tools familiarity (Copilot, ChatGPT)

Consultative/advisory client relationships experience

Tools

GoSystem

UltralTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns and advise clients in person at a local tax office.

You will interview clients to assess financial situations, explain tax implications clearly, and identify tax savings opportunities while building lasting relationships. The role emphasizes delivering empathetic, consultative service, using strong training and technology, and participating in an incentive plan as you grow your tax expertise and