Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lewistown (MT); On-site; USD 28,000 - 55,000; Full time

Benefits offered by this job

Competitive hourly rate

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will conduct detailed client interviews, uncover savings opportunities, and build lasting relationships using our training and technology.

This in-person role sits at a local H&R Block tax office and offers a competitive hourly rate with an incentive plan based on impact and growth of tax expertise.

Qualifications

• 1 year of tax preparation or related experience.
• Experience with individual and business returns.
• Client-facing advisory experience preferred.

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

Client facing

Tax knowledge

Communication

Interpersonal skills

Education

High school diploma or equivalent

Bachelor's in accounting or finance

CPA or Enrolled Agent preferred

Tools

GoSystem Tax Software

UltraTax

Job description

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will conduct detailed client interviews, uncover savings opportunities, and build lasting relationships using our training and technology.

This in-person role sits at a local H&R Block tax office and offers a competitive hourly rate with an incentive plan based on impact and growth of tax expertise.