Seasonal Tax Pro: Expert Returns & Savings

H&R Block, Inc.; Fort Morgan (CO); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare accurate returns for individuals and small businesses, interview clients to understand finances, and offer personalized recommendations backed by strong training and tools.

This in-person role emphasizes client relationships and thoughtful tax planning, with an incentive plan tied to impact and performance.

Qualifications

• Minimum 1 year of tax preparation, accounting, finance, or bookkeeping experience including individual and business returns.
• Successful completion of the H'R Block Tax Knowledge Assessment
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and recommend H&R Block products.
• Provide IRS support, tax notices, and audit guidance as needed.
• Collaborate with team and contribute to a positive office environment.

Skills

Tax preparation

Client interviewing

Communication skills

IRS/state requirements knowledge

Education

High School Diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare accurate returns for individuals and small businesses, interview clients to understand finances, and offer personalized recommendations backed by strong training and tools.

This in-person role emphasizes client relationships and thoughtful tax planning, with an incentive plan tied to impact and performance.