Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Evans (CO); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Colorado. You will prepare complex tax returns, interview clients to understand their financial situations, and provide personalized tax-saving recommendations while delivering empathetic, consultative service.

You will also support clients with IRS notices, audit guidance, and collaborate with a team to maintain 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.
• 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 communication

Tax knowledge

IRS/Tax regulations

Consultative selling

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Colorado. You will prepare complex tax returns, interview clients to understand their financial situations, and provide personalized tax-saving recommendations while delivering empathetic, consultative service.

You will also support clients with IRS notices, audit guidance, and collaborate with a team to maintain a client-focused environment.