Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; North Branch (MN); On-site; USD 21,000 - 110,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

401(k) plan

Associate discount program

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Duluth, MN to prepare accurate tax returns for individuals and businesses and to interview clients for personalized recommendations.

The role emphasizes building trusted client relationships, offering tax-saving opportunities, and leveraging leading training and technology. In-person office role with competitive hourly pay and incentive plan.

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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable 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 experience

Client-facing experience

Communication skills

Continuing education

High school diploma

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Duluth, MN to prepare accurate tax returns for individuals and businesses and to interview clients for personalized recommendations.

The role emphasizes building trusted client relationships, offering tax-saving opportunities, and leveraging leading training and technology. In-person office role with competitive hourly pay and incentive plan.