Seasonal Tax Pro: Expert Returns & Advisory

H&R Block; Grundy Center (IA); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax scenarios. You will prepare accurate returns, interview clients for financial insights, and offer personalized recommendations.

The role includes tax savings opportunities and access to industry-leading training and technology, with a competitive hourly rate and incentive plan. This is an in-person position at a local H&R Block office.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.
• Bachelor’s degree in accounting/finance preferred.
• 5+ years of tax experience preferred.
• CPA/EA or IRS Circular 230 credential preferred.
• Experience with GoSystem/Ultratax; familiarity with AI tools.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct in-depth client interviews to understand financials and life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office environment.

Skills

Tax preparation

Client interviews

Tax advisory

IRS rules

Education

High school diploma

Bachelor’s degree preferred

CPA/EA preferred

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax scenarios. You will prepare accurate returns, interview clients for financial insights, and offer personalized recommendations.

The role includes tax savings opportunities and access to industry-leading training and technology, with a competitive hourly rate and incentive plan. This is an in-person position at a local H&R Block office.