Seasonal Tax Pro: Expert Returns & Advisory

H&R Block; Kentucky; On-site; USD 34,000 - 55,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns for individuals and businesses, and uncover savings opportunities using industry-leading training and tools.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service, client relationship building, and collaboration with teammates to deliver reliable tax guidance and support through busy seasons.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing, consultative or advisory roles.
• Strong verbal and written communication skills.
• High school diploma or GED required.
• Must complete continuing education and meet IRS/state requirements.

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

Tax knowledge

Client interviewing

Communication

IRS guidance

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

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 situations with confidence, prepare accurate returns for individuals and businesses, and uncover savings opportunities using industry-leading training and tools.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service, client relationship building, and collaboration with teammates to deliver reliable tax guidance and support through busy seasons.