Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Blue Springs (MO); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations and to uncover savings opportunities.

You will interview clients to understand financials and tax implications, offering clear, personalized recommendations and building trusted relationships. This in-person role at a local H&R Block tax office emphasizes client-focused service, ongoing training, and utilization of industry-leading tools.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields, incl. individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individual and business).
• Conduct in-depth client interviews to understand finances and tax implications; provide recommendations.
• Build trusted client relationships; identify tax savings opportunities and product referrals.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive, client-focused office environment.

Skills

Client facing

Tax knowledge

Communication skills

Advisory mindset

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations and to uncover savings opportunities.

You will interview clients to understand financials and tax implications, offering clear, personalized recommendations and building trusted relationships. This in-person role at a local H&R Block tax office emphasizes client-focused service, ongoing training, and utilization of industry-leading tools.