Seasonal Tax Pro: Expert Advisor for Complex Returns

H&R Block, Inc.; Linton (IN); On-site; USD 2,066,000 - 3,444,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations. You will interview clients, identify savings opportunities, and offer relevant products while delivering empathetic, consultative service in a local tax office.

The role emphasizes building trusted relationships through clear explanations of tax concepts, continuing education, and strong teamwork in a supportive, client-centered environment.

Qualifications

• Requires H&R Block Tax Knowledge Assessment.
• At least 1 year in tax prep or related field.
• Experience in client-facing advisory role.
• Strong written and spoken communication.
• Must meet IRS/state continuing education requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client facing

Communication

Tax knowledge

IRS rules

Education

High school diploma or GED

Bachelor’s degree preferred

CPA or EA credential

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations. You will interview clients, identify savings opportunities, and offer relevant products while delivering empathetic, consultative service in a local tax office.

The role emphasizes building trusted relationships through clear explanations of tax concepts, continuing education, and strong teamwork in a supportive, client-centered environment.