Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Goshen (IN); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in person at a local H&R Block tax office. You will prepare complete, accurate tax returns for clients with diverse and complex situations, conduct in-depth client interviews, and provide personalized recommendations.

You’ll deliver empathetic, consultative service and help identify tax savings opportunities. The role emphasizes building trusted client relationships, offering IRS support, and collaborating with a team to maintain

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 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 situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications, then 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 to maintain a positive, client-focused office environment.

Skills

Tax Knowledge Assessment

Tax preparation experience

Client facing

Communication skills

IRS/state requirements

Education

Bachelor’s degree in accounting/finance

CPA or EA credential

High school diploma or GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in person at a local H&R Block tax office. You will prepare complete, accurate tax returns for clients with diverse and complex situations, conduct in-depth client interviews, and provide personalized recommendations.

You’ll deliver empathetic, consultative service and help identify tax savings opportunities. The role emphasizes building trusted client relationships, offering IRS support, and collaborating with a team to maintain