Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Maysville (KY); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for seasonal, in-person work at a local tax office in Kentucky. You will prepare accurate returns for individuals and businesses, interview clients to understand their finances, and offer personalized recommendations while highlighting tax-saving opportunities.

The role emphasizes client relationships, empathy, and using leading training and technology to deliver results.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment

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 communication

Verbal and written communication

Continuing education

Education

Bachelor's degree in accounting/finance or related

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional for seasonal, in-person work at a local tax office in Kentucky. You will prepare accurate returns for individuals and businesses, interview clients to understand their finances, and offer personalized recommendations while highlighting tax-saving opportunities.

The role emphasizes client relationships, empathy, and using leading training and technology to deliver results.