Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block, Inc.; Richfield (UT); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and uncover tax savings opportunities in a local office. You will deliver empathetic, consultative service, build lasting relationships, and leverage leading training and technology in a collaborative environment.

The role is in-person at a local H&R Block tax office with a competitive hourly rate and incentive plan to reward impact as you grow in tax expertise and client service.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing, consultative roles.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financial life changes.
• Provide personalized tax-saving recommendations and product guidance.
• Offer IRS support, audit guidance, and notice assistance as needed.
• Collaborate with team to maintain a positive office environment.

Skills

Client interviewing

Communication skills

Consultative experience

Explain tax concepts clearly

Education

Bachelor’s degree in accounting/finance/related field

High school diploma/GED/equivalent

Tools

GoSystem

Ultratax

Copilot/ChatGPT tools

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and uncover tax savings opportunities in a local office. You will deliver empathetic, consultative service, build lasting relationships, and leverage leading training and technology in a collaborative environment.

The role is in-person at a local H&R Block tax office with a competitive hourly rate and incentive plan to reward impact as you grow in tax expertise and client service.