Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Corydon (IN); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify tax savings opportunities using industry-leading training and technology. This role is in-person at a local H&R Block tax office in Corydon, IN.

You'll prepare complex returns, conduct client interviews to understand financial situations, and provide personalized recommendations while building lasting client relationships and adhering to IRS and state requirements.

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

Client interviewing

Tax preparation

Tax knowledge

Communication skills

IRS guidance

Education

High school diploma / GED

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify tax savings opportunities using industry-leading training and technology. This role is in-person at a local H&R Block tax office in Corydon, IN.

You'll prepare complex returns, conduct client interviews to understand financial situations, and provide personalized recommendations while building lasting client relationships and adhering to IRS and state requirements.