Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Salyersville (KY); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities using our training and technology.

This in-person role requires strong verbal and written communication, a client-focused advisory approach, with ongoing education to meet IRS/state requirements.

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 communication

Tax knowledge

Interviewing clients

IRS guidance

Education

High school diploma

Bachelor's degree in accounting/finance

CPA or EA credential

Tools

GoSystem Tax

Ultratax

AI tools

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities using our training and technology.

This in-person role requires strong verbal and written communication, a client-focused advisory approach, with ongoing education to meet IRS/state requirements.