Seasonal Tax Pro: Expert Advice & Client Savings

H&R Block, Inc.; Ionia (MI); On-site; USD 42,000 - 56,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover tax savings opportunities for clients. You will interview clients, provide consultative guidance, and build lasting relationships using industry-leading training and technology in an in-person local tax office.

The role emphasizes client-focused service, continued education, and collaboration with team members to deliver exceptional tax experiences during peak season.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client facing, consultative role.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse clients.
• Conduct in-depth client interviews to understand financial situations.
• Provide personalized tax savings recommendations and product guidance.
• Offer IRS support and audit guidance when needed.
• Collaborate with team and maintain client-focused office culture.

Skills

Tax knowledge assessment

Tax preparation experience

Client facing experience

Communication skills

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) or other IRS Circular 230 credential (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover tax savings opportunities for clients. You will interview clients, provide consultative guidance, and build lasting relationships using industry-leading training and technology in an in-person local tax office.

The role emphasizes client-focused service, continued education, and collaboration with team members to deliver exceptional tax experiences during peak season.