Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Taylor Mill (KY); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Training & development

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients handle complex tax situations and prepare accurate returns. You will interview clients, offer personalized recommendations, and identify tax savings opportunities, backed by comprehensive training and technology.

This in-person role at a local H&R Block tax office emphasizes empathetic, consultative service and ongoing client relationships, with an incentive plan tied to impact and growth in tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication, able to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax-saving opportunities
• Offer IRS support, tax notices assistance, and audit guidance when needed
• Collaborate with team members to maintain a positive client-focused office

Skills

Tax knowledge

Client-facing communication

IRS guidelines

Interviewing clients

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting, finance, or related field

CPA or EA credentials

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients handle complex tax situations and prepare accurate returns. You will interview clients, offer personalized recommendations, and identify tax savings opportunities, backed by comprehensive training and technology.

This in-person role at a local H&R Block tax office emphasizes empathetic, consultative service and ongoing client relationships, with an incentive plan tied to impact and growth in tax expertise.