Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Platte City (MO); On-site; USD 30,000 - 44,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, interview clients, and provide personalized recommendations. The role emphasizes client relationships, tax savings opportunities, and supportive training with competitive hourly pay and incentives.

This in-person office position offers opportunities to grow in tax and financial services.

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment or equivalent
• At least 1 year of tax prep, accounting, finance, or bookkeeping experience including individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; able to explain tax concepts clearly
• Must maintain continuing education and meet IRS and state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations (individual and business)
• Conduct in-depth client interviews to understand finances and life changes
• Provide personalized recommendations and tax savings opportunities
• Build trusted client relationships with empathetic, consultative service
• Offer IRS support, audit guidance, and tax notice assistance
• Collaborate with team to maintain a positive, client-focused office environment

Skills

Tax knowledge assessment

Tax preparation experience

Client advisory

Clear communication

Explain tax concepts

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related field

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, interview clients, and provide personalized recommendations. The role emphasizes client relationships, tax savings opportunities, and supportive training with competitive hourly pay and incentives.

This in-person office position offers opportunities to grow in tax and financial services.