Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Okemos (MI); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individual and business clients and uncover tax-saving opportunities. You will interview clients to understand financial situations and provide personalized recommendations, while building lasting relationships and delivering empathetic, consultative service.

The role is in-person at a local H&R Block tax office and involves collaborating with team members to support a high-performing client-focused

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must meet continuing education requirements and IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete and accurate tax returns for diverse and complex scenarios.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide tax savings recommendations and discuss H&R Block products.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax knowledge assessment

Client-facing experience

Communication skills

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individual and business clients and uncover tax-saving opportunities. You will interview clients to understand financial situations and provide personalized recommendations, while building lasting relationships and delivering empathetic, consultative service.

The role is in-person at a local H&R Block tax office and involves collaborating with team members to support a high-performing client-focused