Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Carrollton (KY); On-site; USD 28,000 - 50,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office in Lexington, KY.

You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized tax-saving recommendations while ensuring compliance with IRS rules. You’ll build trusted client relationships, support clients through notices, and collaborate with a team in a client-focused environment.

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.

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

Client interviewing

Communication

IRS rules

Tax software

Education

Bachelor’s degree in accounting or related field

CPA or EA (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office in Lexington, KY.

You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized tax-saving recommendations while ensuring compliance with IRS rules. You’ll build trusted client relationships, support clients through notices, and collaborate with a team in a client-focused environment.