Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional in Louisville, KY to prepare complete, accurate returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations.

You'll build trusted relationships, identify tax savings opportunities, support clients with IRS notices, and collaborate with a team in a client-focused office, backed by training and technology.

Qualifications

• Strong verbal and written communication; explain tax concepts clearly.
• Minimum 1 year of tax preparation or related experience.
• Complete IRS/state requirements and continuing education as needed.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide personalized recommendations.
• Identify tax savings opportunities and promote HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client communication

Tax knowledge

IRS/state requirements

Client-facing experience

Education

High school diploma or GED

Bachelor’s degree in accounting or finance (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional in Louisville, KY to prepare complete, accurate returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations.

You'll build trusted relationships, identify tax savings opportunities, support clients with IRS notices, and collaborate with a team in a client-focused office, backed by training and technology.