Seasonal Tax Pro: Expert Prep & Client Impact

H&R Block, Inc.; Paoli (IN); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and to conduct in-depth client interviews. You will deliver personalized recommendations, identify tax savings opportunities, and provide IRS support as needed, all while building trusted relationships in a collaborative office setting.

The role emphasizes client-centric service, ongoing education, and using leading tax software and technology to enhance client

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 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
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications
• Provide clear, personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Client-facing communication

Tax knowledge

Consultative advisory

Attention to detail

Education

High school diploma or GED

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and to conduct in-depth client interviews. You will deliver personalized recommendations, identify tax savings opportunities, and provide IRS support as needed, all while building trusted relationships in a collaborative office setting.

The role emphasizes client-centric service, ongoing education, and using leading tax software and technology to enhance client