Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Woodland Park (CO); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations. You will prepare accurate returns for individuals and businesses, interview clients to understand their finances, and offer personalized recommendations with tax-saving opportunities.

The role emphasizes in-person service at a local H&R Block office, with training and access to leading tax technology and incentive plans to reward impact as you grow tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, able to explain tax concepts simply
• Must complete continuing education and meet IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, notices, and audit guidance as needed
• Collaborate with team and contribute to a client-focused office environment

Skills

Communication skills

Client-facing

Interviewing

Tax concepts explanations

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations. You will prepare accurate returns for individuals and businesses, interview clients to understand their finances, and offer personalized recommendations with tax-saving opportunities.

The role emphasizes in-person service at a local H&R Block office, with training and access to leading tax technology and incentive plans to reward impact as you grow tax expertise.