Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Columbia Township (MI); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and build lasting relationships. You will prepare returns, interview clients, and offer personalized recommendations while leveraging training and technology.

This in-person role at a local H&R Block tax office emphasizes accurate tax work, client service, and opportunities to grow your tax expertise through a supportive team and incentive plan.

Qualifications

• Complete the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication skills; explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations (individual and business).
• Conduct client interviews to understand financial situations and tax implications, then provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax preparation experience

Client-facing

Communication skills

IRS/state requirements knowledge

Education

High School Diploma or GED

Bachelor’s in accounting/finance

CPA/EA or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and build lasting relationships. You will prepare returns, interview clients, and offer personalized recommendations while leveraging training and technology.

This in-person role at a local H&R Block tax office emphasizes accurate tax work, client service, and opportunities to grow your tax expertise through a supportive team and incentive plan.