Seasonal Tax Pro: Expert Advisor & Client Savings

H&R Block, Inc.; Bloomington (IN); On-site; USD 30,000 - 41,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for clients with complex tax situations and to conduct in-depth client interviews to understand financial needs.

The role emphasizes delivering personalized recommendations and building lasting client relationships using our training and technology. You will provide services in a local in-person tax office, with opportunities to grow in tax and financial services and participate in an

Qualifications

• Strong verbal and written communication skills.
• Experience in a client facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.

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

Verbal and written communication

Client facing / advisory experience

Explain tax concepts clearly

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for clients with complex tax situations and to conduct in-depth client interviews to understand financial needs.

The role emphasizes delivering personalized recommendations and building lasting client relationships using our training and technology. You will provide services in a local in-person tax office, with opportunities to grow in tax and financial services and participate in an