Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Cambridge (MN); On-site; USD 15,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with trusted advice. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role offers competitive hourly pay and an incentive plan to reward impact as you grow in tax expertise and serve clients.

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

Tax knowledge assessment

Tax preparation experience

Client-facing experience

Communication skills

IRS/state requirements

Minimum education requirement

5+ years experience (preferred)

CPA/EA credential (preferred)

Complex returns / tax planning

GoSystem / Ultratax (preferred)

AI-powered tools familiarity

Consultative advisory experience

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

CPA/EA or IRS Circular 230 credential (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with trusted advice. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role offers competitive hourly pay and an incentive plan to reward impact as you grow in tax expertise and serve clients.