Seasonal Tax Pro: Expert Returns & Client Advisor

H&R Block, Inc.; Dry Ridge (KY); On-site; USD 25,000 - 47,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses.

You will conduct client interviews to understand finances and provide personalized recommendations, while building trusted client relationships and identifying tax-saving opportunities using H&R Block products. The role emphasizes in-person service at a local H&R Block tax office, with comprehensive training,

Qualifications

• Successful completion of the H&R 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.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent required.

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

Client-facing communication

Interviewing clients

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or other IRS Circular 230 credential

Tools

GoSystem

Ultratax

Copilot/ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses.

You will conduct client interviews to understand finances and provide personalized recommendations, while building trusted client relationships and identifying tax-saving opportunities using H&R Block products. The role emphasizes in-person service at a local H&R Block tax office, with comprehensive training,