Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Saint Charles (MN); On-site; USD 15,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and build lasting client relationships in a local office.

You will conduct in-depth client interviews, provide personalized tax recommendations, and help clients navigate complex rules while leveraging training and technology to maximize accuracy and savings.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Strong communication skills and ability to explain tax concepts clearly.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations including individuals and businesses.
• Conduct in-depth client interviews to understand financials and tax implications, offering personalized recommendations.
• Identify tax savings opportunities and relevant H&R Block products while delivering empathetic service.

Skills

Client-facing communication

Analytical thinking

Attention to detail

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem Tax Pro

UltraTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and build lasting client relationships in a local office.

You will conduct in-depth client interviews, provide personalized tax recommendations, and help clients navigate complex rules while leveraging training and technology to maximize accuracy and savings.