Seasonal Tax Pro: Expert Advisor & Client Savings

H&R Block, Inc.; Pikeville (KY); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations.

You will prepare returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations backed by training and technology. Enjoy a competitive hourly rate, incentives based on impact, and opportunities to grow in tax and financial services through in-office collaboration and ongoing education.

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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma / GED / equivalent.

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 communication

Interviewing clients

Tax knowledge

IRS rules awareness

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations.

You will prepare returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations backed by training and technology. Enjoy a competitive hourly rate, incentives based on impact, and opportunities to grow in tax and financial services through in-office collaboration and ongoing education.