Seasonal Tax Pro: Expert Prep & Trusted Client Guidance

H&R Block, Inc.; Spanish Fork (UT); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide personalized tax recommendations. This in-person role at a local H&R Block tax office emphasizes client service, tax savings opportunities, and collaboration with the office team.

Ideal candidates have at least 1 year of tax-related experience, strong communication, and current IRS/state requirements.

Qualifications

• Minimum 1 year of experience in tax preparation or accounting or bookkeeping.
• Experience interviewing clients to understand financial situations and tax implications.
• Strong verbal and written communication, ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand tax implications and provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and related products.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office environment.

Skills

Tax preparation

Client-facing

Communication skills

IRS/state requirements knowledge

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide personalized tax recommendations. This in-person role at a local H&R Block tax office emphasizes client service, tax savings opportunities, and collaboration with the office team.

Ideal candidates have at least 1 year of tax-related experience, strong communication, and current IRS/state requirements.