Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Evansville (IN); On-site; USD 20,000 - 31,000; Full time

Job summary

H&R Block in Evansville, IN is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and provide clear, personalized recommendations. You will interview clients, build relationships, and identify tax savings opportunities while leveraging our training and technology.

You'll work in-person at a local H&R Block tax office, delivering empathetic service and supporting clients through complex tax scenarios.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts clearly.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED 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 and provide personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge

Client communication

Attention to detail

Time management

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Job description

H&R Block in Evansville, IN is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and provide clear, personalized recommendations. You will interview clients, build relationships, and identify tax savings opportunities while leveraging our training and technology.

You'll work in-person at a local H&R Block tax office, delivering empathetic service and supporting clients through complex tax scenarios.