Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Plainfield (IN); On-site; USD 25,000 - 44,000; Full time

Job summary

H&R Block in Indiana seeks a Seasonal Experienced Tax Professional to help clients navigate complex tax returns, including individuals and businesses. You will interview clients, provide personalized recommendations, and build trusted relationships while delivering empathetic, consultative service.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, with ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED (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

Client communication

Tax preparation

IRS/state rules

Attention to detail

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block in Indiana seeks a Seasonal Experienced Tax Professional to help clients navigate complex tax returns, including individuals and businesses. You will interview clients, provide personalized recommendations, and build trusted relationships while delivering empathetic, consultative service.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise and serve clients.