Seasonal Tax Pro: Expert Client Advisory & Savings

H&R Block, Inc.; Schererville (IN); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients at a local, in-person tax office. You will interview clients to understand their financial situations, identify tax savings opportunities, and deliver clear recommendations using our training and technology.

You’ll collaborate with a team in a supportive, client-focused environment and participate in an incentive plan tied to your impact and expertise as you build your tax knowledge.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year 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 HR 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.

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot / ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients at a local, in-person tax office. You will interview clients to understand their financial situations, identify tax savings opportunities, and deliver clear recommendations using our training and technology.

You’ll collaborate with a team in a supportive, client-focused environment and participate in an incentive plan tied to your impact and expertise as you build your tax knowledge.