Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Whitefish (MT); On-site; USD 2,755,000 - 4,822,000; Part time

Benefits offered by this job

Incentive plan

In-person at local tax office

Job summary

H&R Block is seeking an experienced Seasonal Tax Professional to join our local tax office in Whitefish, MT. You’ll prepare complete, accurate returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations to maximize savings with our products.

In-person role with industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience 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 IRS/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 communication

Explain tax concepts

IRS/state compliance

Team collaboration

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an experienced Seasonal Tax Professional to join our local tax office in Whitefish, MT. You’ll prepare complete, accurate returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations to maximize savings with our products.

In-person role with industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact.