Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Wabash (IN); On-site; USD 25,000 - 44,000; Full time

Job summary

H&R Block in Indiana is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, preparing returns and advising on savings opportunities.

You will interview clients, deliver clear recommendations, and contribute to a client-focused office in person. This role offers competitive hourly pay, comprehensive training, and growth opportunities in tax and financial services.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• At least 1 year of tax preparation, accounting, finance, or bookkeeping experience.
• Experience in a client-facing, consultative, or advisory role.
• 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.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a positive client-focused office environment.

Skills

Client communication

Consultative approach

Compliance awareness

Education

High school diploma

Bachelor’s degree

CPA or EA credential

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block in Indiana is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, preparing returns and advising on savings opportunities.

You will interview clients, deliver clear recommendations, and contribute to a client-focused office in person. This role offers competitive hourly pay, comprehensive training, and growth opportunities in tax and financial services.