Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Kalispell (MT); On-site; USD 30,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, uncover savings opportunities, and deliver consultative service backed by training and technology in a local tax office.

Responsibilities include preparing returns for individuals and businesses, providing personalized recommendations, and offering IRS notice support.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience preparing individual and business returns.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct client interviews to understand finances and tax implications; offer recommendations.
• Identify tax savings opportunities and relevant HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Client-facing communication

Tax knowledge

Attention to detail

Team collaboration

Problem-solving

Education

High school diploma or GED

Bachelor's (preferred) in accounting/related field

CPA/EA preferred

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, uncover savings opportunities, and deliver consultative service backed by training and technology in a local tax office.

Responsibilities include preparing returns for individuals and businesses, providing personalized recommendations, and offering IRS notice support.