Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; West Lafayette (IN); On-site; USD 28,000 - 44,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses and to interview clients to understand their tax situations. You will build trusted relationships and deliver personalized recommendations, backed by strong training and tools.

This in-person role at a local H&R Block office focuses on client-first service, tax savings opportunities, IRS support, and collaborative teamwork to ensure a positive client

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 advisory

Communication skills

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree

CPA or Enrolled Agent

Tools

GoSystem

Ultras tax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses and to interview clients to understand their tax situations. You will build trusted relationships and deliver personalized recommendations, backed by strong training and tools.

This in-person role at a local H&R Block office focuses on client-first service, tax savings opportunities, IRS support, and collaborative teamwork to ensure a positive client