Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Saint Peter (MN); On-site; USD 16,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare accurate returns, identify savings opportunities, and build lasting client relationships using our training and technology, with an incentive plan based on impact.

The role emphasizes client interviews, complex tax scenarios, and collaboration within a team to deliver a high-quality client experience.

Qualifications

• Completion of HR Block Tax Knowledge Assessment or equivalent.
• 1+ year experience in tax preparation, accounting, finance, or bookkeeping including individual and business returns.
• Client-facing, consultative, or advisory experience.
• Strong verbal and written communication skills.
• Must meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Tax knowledge assessment

Client communication

IRS concepts explanation

Tax notice support

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem / UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare accurate returns, identify savings opportunities, and build lasting client relationships using our training and technology, with an incentive plan based on impact.

The role emphasizes client interviews, complex tax scenarios, and collaboration within a team to deliver a high-quality client experience.