Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lebanon (IN); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for in-person service at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients to uncover financial details, and offer tailored tax-saving recommendations. Expect a competitive hourly rate and incentive plan as you grow your tax expertise.

Join a collaborative team committed to client-focused service, ongoing training, and access to industry-leading tools and resources to support client success.

Qualifications

• 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, including explaining tax concepts in client-friendly language.

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 and provide clear 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 and contribute to a positive, client-focused office environment.

Skills

Client communication

Tax knowledge

Interviewing clients

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for in-person service at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients to uncover financial details, and offer tailored tax-saving recommendations. Expect a competitive hourly rate and incentive plan as you grow your tax expertise.

Join a collaborative team committed to client-focused service, ongoing training, and access to industry-leading tools and resources to support client success.