Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Elkhart (IN); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Job summary

H&R Block in Elkhart, IN is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand life changes, and deliver personalized recommendations using our training and technology.

You will build trusted relationships, identify tax-saving opportunities, provide IRS notice support and audit guidance, and collaborate with teammates to maintain a

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 preparation

Client interviewing

Consultative selling

IRS notices guidance

Education

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Job description

H&R Block in Elkhart, IN is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand life changes, and deliver personalized recommendations using our training and technology.

You will build trusted relationships, identify tax-saving opportunities, provide IRS notice support and audit guidance, and collaborate with teammates to maintain a