Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Independence (IA); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare complete tax returns, interview clients to understand financial situations, and provide personalized recommendations with tax savings opportunities.

Join a team supported by leading training, advanced technology, and an incentive plan that rewards impact as you grow your tax expertise and deliver trusted service to communities.

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

Tax knowledge

Client communication

Interviewing clients

IRS rules

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare complete tax returns, interview clients to understand financial situations, and provide personalized recommendations with tax savings opportunities.

Join a team supported by leading training, advanced technology, and an incentive plan that rewards impact as you grow your tax expertise and deliver trusted service to communities.