Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block

Atchison (KS)

On-site

USD 40,000 - 56,000

Full time

2 days ago
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Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and advise on tax savings opportunities. You will deliver empathetic, consultative service and use industry training and technology to support clients.

This in-person role at a local H&R Block tax office offers competitive pay, an incentive plan, and opportunities to grow in tax and financial services.

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 in a client-facing, consultative, or advisory role
  • Strong verbal and written communication skills, including explaining tax concepts in client-friendly language
  • Must complete continuing education and meet IRS/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 and provide clear, personalized recommendations
  • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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 experience
Verbal and written communication
Explain tax concepts clearly
Advisory/consultative role

Education

High school diploma or GED
Bachelor’s degree in accounting/finance or related field
CPA or Enrolled Agent (EA) credential

Tools

GoSystem
Ultratax
Microsoft Copilot
ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and advise on tax savings opportunities. You will deliver empathetic, consultative service and use industry training and technology to support clients.

This in-person role at a local H&R Block tax office offers competitive pay, an incentive plan, and opportunities to grow in tax and financial services.

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