Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.; Greenwood (IN); On-site; USD 20,664,000 - 34,440,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional who will prepare complete, accurate tax returns for clients with diverse and complex situations, both individual and business returns. You will interview clients to understand financials and tax implications, offering personalized recommendations and opportunities to save on taxes.

You will build trusted client relationships with empathetic, consultative service, identify tax savings, and provide IRS support and audit guidance as

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 communication

Tax knowledge

Attention to detail

Interviewing clients

Education

High school diploma

Bachelor’s degree

CPA or EA credential

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block is seeking a seasonal Experienced Tax Professional who will prepare complete, accurate tax returns for clients with diverse and complex situations, both individual and business returns. You will interview clients to understand financials and tax implications, offering personalized recommendations and opportunities to save on taxes.

You will build trusted client relationships with empathetic, consultative service, identify tax savings, and provide IRS support and audit guidance as