Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Bigfork (MT); On-site; USD 28,000 - 55,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and deliver personalized recommendations in person at a local tax office.

Receive competitive hourly pay and an incentive plan as you grow your tax expertise, supported by industry-leading training and technology. This seasonal role offers meaningful work and opportunities to develop in tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles.
• Ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews and provide personalized recommendations.
• Identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with team members to maintain a positive office environment.

Skills

Client communication

Consultative selling

Verbal and written communication

IRS/continuing education

Education

Bachelor's degree in accounting or finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and deliver personalized recommendations in person at a local tax office.

Receive competitive hourly pay and an incentive plan as you grow your tax expertise, supported by industry-leading training and technology. This seasonal role offers meaningful work and opportunities to develop in tax and financial services.