Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lexington (KY); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block in Lexington, KY is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, identify savings opportunities, and build lasting client relationships using training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services as you gain expertise and serve local clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles with strong communication.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse individual and business clients.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide personalized tax-saving recommendations and cross-sell H&R Block products.
• Offer IRS notice support, audit guidance, and tax-related assistance as needed.
• Collaborate with teammates to maintain a positive client-focused office culture.

Skills

Tax knowledge

Client interviewing

Communication skills

IRS/state requirements

Education

CPA or EA (preferred)

Bachelor’s degree in accounting or finance (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block in Lexington, KY is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, identify savings opportunities, and build lasting client relationships using training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services as you gain expertise and serve local clients.