Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block in Kentucky is seeking a seasonal Experienced Tax Professional to prepare accurate individual and business tax returns, interview clients to understand financial situations, and deliver personalized recommendations. You'll help clients maximize savings with HR Block products, guided by industry-leading training and tools.

This role emphasizes building trusted relationships, providing IRS support when needed, and collaborating with a team in a client-focused office.

Qualifications

• Successful completion of required HR Block Tax Knowledge Assessment or equivalent.
• Minimum 1 year of experience in tax preparation or related field, including individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication, with ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individual and business).
• Conduct in-depth client interviews to understand finances and life changes, then offer personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client facing

Communication skills

Interviewing

Tax concepts explanation

IRS requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA) or other IRS credential

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block in Kentucky is seeking a seasonal Experienced Tax Professional to prepare accurate individual and business tax returns, interview clients to understand financial situations, and deliver personalized recommendations. You'll help clients maximize savings with HR Block products, guided by industry-leading training and tools.

This role emphasizes building trusted relationships, providing IRS support when needed, and collaborating with a team in a client-focused office.