Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block; Belton (MO); On-site; USD 24,797,000 - 38,573,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Belton, MO. You will prepare returns for diverse client situations, conduct interviews to uncover tax implications, and deliver personalized recommendations while building lasting client relationships.

You will collaborate with teammates, provide IRS notices support, and help clients navigate tax opportunities, with access to training and technology to support accuracy and service

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax prep, accounting, or bookkeeping.
• Experience in client-facing, consultative or advisory roles.
• Strong communication skills to explain tax concepts clearly.
• Must comply with IRS/state requirements and continuing education.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individual and business clients.
• Conduct client interviews to understand financials and provide recommendations.
• Identify tax savings opportunities and relevant HR Block products.
• Provide IRS notice support, audit guidance, and tax questions.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Tax knowledge

Client interviewing

Communication skills

Consultative advisory service

IRS/state requirements compliance

Team collaboration

Education

High school diploma / GED

Bachelor's degree in accounting/finance

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

Tools

GoSystem

UltrasTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Belton, MO. You will prepare returns for diverse client situations, conduct interviews to uncover tax implications, and deliver personalized recommendations while building lasting client relationships.

You will collaborate with teammates, provide IRS notices support, and help clients navigate tax opportunities, with access to training and technology to support accuracy and service