Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Sheldon (IA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships using our training and technology, with a competitive hourly rate and incentive plan.

The role is in-person at a local H&R Block tax office, offering meaningful seasonal work and potential growth in tax and financial services.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

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; provide clear 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 communication

Tax knowledge

Education

Bachelor’s degree in accounting or related field

High school diploma or GED

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships using our training and technology, with a competitive hourly rate and incentive plan.

The role is in-person at a local H&R Block tax office, offering meaningful seasonal work and potential growth in tax and financial services.