Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Mitchell (IN); On-site; USD 30,000 - 47,000; Full time

Benefits offered by this job

Incentive plan

Competitive pay

Job summary

H&R Block in Indiana is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and provide personalized recommendations.

This in-person role emphasizes client interviews, building trusted relationships, and leveraging training and technology, with an incentive plan tied to impact and performance.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication skills; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a positive office environment

Skills

Client-facing experience

Communication skills

Tax knowledge

IRS/state requirements

Explain tax concepts

Continuing education

Education

High school diploma

Bachelor’s degree (preferred)

CPA / EA or IRS Circular 230 credential (preferred)

Tools

GoSystem

Ultrax (Ultratax)

Job description

H&R Block in Indiana is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and provide personalized recommendations.

This in-person role emphasizes client interviews, building trusted relationships, and leveraging training and technology, with an incentive plan tied to impact and performance.