Seasonal Tax Pro: Expert Returns and Savings Guidance

H&R Block, Inc.; Covington (KY); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth interviews, provide personalized recommendations, and help clients save taxes while offering empathetic, consultative service at a local tax office.

This in-person role emphasizes building lasting client relationships and leveraging training and technology to deliver confident outcomes.

Qualifications

• Successfully completed the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts clearly to clients.
• Must complete continuing education and meet all IRS and state requirements.
• High school diploma or GED or equivalent.

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 personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and HR Block products.
• 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 experience

Verbal and written communication

Tax knowledge

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth interviews, provide personalized recommendations, and help clients save taxes while offering empathetic, consultative service at a local tax office.

This in-person role emphasizes building lasting client relationships and leveraging training and technology to deliver confident outcomes.