Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; LaGrange (IN); On-site; USD 23,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

In-person training

Seasonal opportunity

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for diverse clients, conduct client interviews to understand financial situations, and identify savings opportunities. You will deliver consultative, client-focused service from a local H&R Block office.

Join a team with industry-leading training and technology, an incentive plan, and a path to grow in tax and financial services.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment 1.
• 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; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand financials and implications.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Skills

Communication skills

Client facing

Advisory mindset

Education

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for diverse clients, conduct client interviews to understand financial situations, and identify savings opportunities. You will deliver consultative, client-focused service from a local H&R Block office.

Join a team with industry-leading training and technology, an incentive plan, and a path to grow in tax and financial services.