Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Hardin (MT); On-site; USD 25,000 - 44,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You'll prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations backed by our training and technology.

This in-person role is based at a local H&R Block tax office in Billings, MT. The position offers a competitive hourly rate, an incentive plan, and opportunities to grow tax expertise serving diverse

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative roles
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete IRS/state continuing education requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and life changes
• Provide personalized recommendations and identify tax savings opportunities
• Build trusted client relationships and discuss H&R Block products
• Provide IRS support, notices, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused office

Skills

Tax knowledge

Client communication

IRS knowledge

Consultative advisory

Education

Bachelor’s degree in accounting, finance or related field

High school diploma or GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You'll prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations backed by our training and technology.

This in-person role is based at a local H&R Block tax office in Billings, MT. The position offers a competitive hourly rate, an incentive plan, and opportunities to grow tax expertise serving diverse