Seasonal Tax Pro: Expert Advisor & Growth Path

H&R Block (Corporate Owned); St. Louis (MO); On-site; USD 34,000 - 44,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns, and identify savings opportunities. You will conduct thorough client interviews, offer personalized recommendations, and deliver empathetic, consultative service in a local, in-person office.

This role emphasizes building trusted client relationships, supporting IRS processes, and collaborating with a team in a client-focused environment.

Qualifications

• Must have completed the H&R Block Tax Knowledge Assessment 1
• Minimum 2 years 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

Client-facing role

Communication skills

Tax knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

IRS Circular 230 credential

Tools

GoSystem

UltrasTax/Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns, and identify savings opportunities. You will conduct thorough client interviews, offer personalized recommendations, and deliver empathetic, consultative service in a local, in-person office.

This role emphasizes building trusted client relationships, supporting IRS processes, and collaborating with a team in a client-focused environment.