Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.; Fishers (IN); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Fishers, Indiana is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for clients with diverse and complex tax situations, including individuals and small businesses. You’ll use your tax expertise, client-focused approach, and the firm’s training and technology to uncover savings opportunities and build lasting relationships.

You’ll conduct in-depth client interviews, explain tax concepts in plain language, and provide guidance on deductions

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1.
• Minimum 1 year of experience in tax preparation or related field, including individual and business returns.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly to clients.
• Complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses with complex situations.
• Conduct in-depth client interviews to understand financials and tax implications; provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities with relevant HR Block products.
• Provide IRS support, tax notices assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Communication skills

Client facing

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or EA certification (preferred)

Tools

GoSystem

UltraTax

AI tools familiarity

Job description

H&R Block in Fishers, Indiana is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for clients with diverse and complex tax situations, including individuals and small businesses. You’ll use your tax expertise, client-focused approach, and the firm’s training and technology to uncover savings opportunities and build lasting relationships.

You’ll conduct in-depth client interviews, explain tax concepts in plain language, and provide guidance on deductions