Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Shawnee (KS); On-site; USD 2,755,000 - 3,857,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings while ensuring accuracy.

You will provide IRS support and audit guidance as needed, building lasting client relationships in a collaborative office environment with strong training and tools.

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 facing

Tax knowledge

Communication skills

IRs/IRS rules knowledge

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

Tools

GoSystem

Ultratax

AI tools knowledge

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings while ensuring accuracy.

You will provide IRS support and audit guidance as needed, building lasting client relationships in a collaborative office environment with strong training and tools.