Seasonal Tax Pro: Expert Prep & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence and to prepare accurate returns for individuals and small businesses. This in-person role is based at a local H&R Block tax office.

You will conduct client interviews, identify tax savings opportunities, and deliver personalized recommendations while providing IRS notice support when needed.

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 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

Tax Knowledge Assessment

Tax preparation

Client facing

Communication skills

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence and to prepare accurate returns for individuals and small businesses. This in-person role is based at a local H&R Block tax office.

You will conduct client interviews, identify tax savings opportunities, and deliver personalized recommendations while providing IRS notice support when needed.