Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Jackson (KY); On-site; USD 25,000 - 41,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns, interview clients, and offer personalized tax guidance in a local office.

You will help identify savings opportunities and deliver empathetic, consultative service while using industry-leading training and technology. The role emphasizes in-person client interaction, compliance with IRS/state requirements, and collaboration with colleagues to ensure a thorough, client-focused experience.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of tax preparation or related experience
• Experience in a client-facing advisory role
• Ability to explain tax concepts clearly to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct client interviews to assess financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, notices, and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office environment

Skills

Tax knowledge

Client-facing experience

Communication

IRS/state requirements

Continued education compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns, interview clients, and offer personalized tax guidance in a local office.

You will help identify savings opportunities and deliver empathetic, consultative service while using industry-leading training and technology. The role emphasizes in-person client interaction, compliance with IRS/state requirements, and collaboration with colleagues to ensure a thorough, client-focused experience.