Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Oak Knoll (MN); On-site; USD 16,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify savings opportunities, and advise on product options in a local tax office.

The role emphasizes client-focused service, ongoing training, and opportunities to grow in tax and financial services. In-person office-based position in Minnesota.

Qualifications

• Completion of the HR Block Tax Knowledge Assessment or enrollment.
• Minimum 1 year of tax preparation experience including individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication; 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 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

Client-facing experience

Communication skills

Tax knowledge

IRS/state requirements compliance

Detail-oriented

Education

High School diploma or GED

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify savings opportunities, and advise on product options in a local tax office.

The role emphasizes client-focused service, ongoing training, and opportunities to grow in tax and financial services. In-person office-based position in Minnesota.