Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Saint Joseph (MI); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand financial circumstances, and offer personalized recommendations.

The role is in-person at a local H&R Block tax office and offers competitive pay and incentives. Successful candidates will have at least 1 year of tax or related experience, strong communication skills,

Qualifications

• Experience in preparing tax returns for individuals and businesses.
• Ability to interview clients to determine tax situations and provide recommendations.
• Strong written and verbal communication; explain tax concepts clearly.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete tax returns for clients with diverse situations.
• Conduct client interviews to assess financial circumstances and implications.
• Identify tax savings opportunities and promote relevant H&R Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Tax preparation

Client-facing service

Communication

Education

High school diploma or GED

Bachelor's degree (preferred)

CPA or EA (preferred)

Tools

GoSystem

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand financial circumstances, and offer personalized recommendations.

The role is in-person at a local H&R Block tax office and offers competitive pay and incentives. Successful candidates will have at least 1 year of tax or related experience, strong communication skills,