Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block; Helena (MT); On-site; USD 34,000 - 48,000; Full time

Job summary

H&R Block in Billings, MT is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, interview clients, and offer personalized tax-saving recommendations.

You will join a training-forward, client-focused office, build trusted relationships, and access industry-leading tools and support as you help clients navigate complex tax situations this tax season.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment or enrollment in the required program.
• Minimum 1 year of experience in tax preparation or related field.
• Experience with individual and business returns and client-facing advisory work.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must meet IRS/state continuing education and credential requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and tax-saving opportunities.
• Deliver empathetic, consultative service and support office goals.
• Provide IRS support, tax notice assistance, and audit guidance as needed.

Skills

Tax knowledge

Client communication

IRS guidance

Education

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Job description

H&R Block in Billings, MT is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, interview clients, and offer personalized tax-saving recommendations.

You will join a training-forward, client-focused office, build trusted relationships, and access industry-leading tools and support as you help clients navigate complex tax situations this tax season.