Seasonal Tax Pro: Expert Returns & Advisory

H&R Block, Inc.; Middlebury (IN); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and identify savings opportunities in a supportive, in-person office setting.

You will deliver clear explanations, build trust, and work with a team to provide accurate tax services using industry-leading training and tools. This role offers competitive pay and opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the HR 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.

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 HR 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 communication

Attention to detail

IRS rules

Education

High school diploma

Bachelor's degree

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and identify savings opportunities in a supportive, in-person office setting.

You will deliver clear explanations, build trust, and work with a team to provide accurate tax services using industry-leading training and tools. This role offers competitive pay and opportunities to grow in tax and financial services.