Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block; Pocatello (ID); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Idaho to help clients prepare accurate tax returns and navigate complex tax situations. You will interview clients, provide personalized recommendations, and identify tax savings opportunities while offering empathetic, consultative service.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan to reward your impact as you build tax expertise and serve clients.

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

Client-facing experience

Strong communication

Explain tax concepts clearly

Continuing education compliance

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Idaho to help clients prepare accurate tax returns and navigate complex tax situations. You will interview clients, provide personalized recommendations, and identify tax savings opportunities while offering empathetic, consultative service.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan to reward your impact as you build tax expertise and serve clients.