Seasonal Tax Pro: Expert Prep & Client Impact

H&R Block, Inc.; Belton (MO); On-site; USD 2,755,000 - 4,408,000; Full time

Job summary

H&R Block in Belton, MO seeks a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities. This in-person role offers industry-leading training and an incentive plan, with a focus on building lasting client relationships.

You will provide IRS support, collaborate with the team, and contribute to a positive office environment while delivering client-focused service throughout the tax season.

Qualifications

• Successful completion of the H&R 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

Client-facing

Communication skills

Advisory/consultative

Explain tax concepts

Education

High school diploma or equivalent

Bachelor’s degree preferred (accounting/finance)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Belton, MO seeks a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities. This in-person role offers industry-leading training and an incentive plan, with a focus on building lasting client relationships.

You will provide IRS support, collaborate with the team, and contribute to a positive office environment while delivering client-focused service throughout the tax season.