Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Longmont (CO); Hybrid; USD 21,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Industry-leading training

Technology tools

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax scenarios.

You will interview clients, offer personalized tax-saving recommendations, and deliver consultative service while leveraging advanced training and technology. You will build lasting relationships, support clients with notices and audits, and collaborate with a team in a busy local office setting.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 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; explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent required.

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

Tax Knowledge Assessment

Tax preparation

Client facing

Communication

IRS/state requirements

Education

High school diploma

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax scenarios.

You will interview clients, offer personalized tax-saving recommendations, and deliver consultative service while leveraging advanced training and technology. You will build lasting relationships, support clients with notices and audits, and collaborate with a team in a busy local office setting.