Seasonal Tax Pro: Expert Returns & Savings Advice

H&R Block, Inc.; Rochester Hills (MI); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations.

You'll prepare returns, conduct client interviews, and deliver personalized recommendations using our training and technology in a in-person office setting. Join a client-focused environment where you build lasting relationships, identify tax savings opportunities and offer product guidance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1.
• 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 with ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS and 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

Tax knowledge

Communication skills

Client advisory

Attention to detail

Education

HS diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations.

You'll prepare returns, conduct client interviews, and deliver personalized recommendations using our training and technology in a in-person office setting. Join a client-focused environment where you build lasting relationships, identify tax savings opportunities and offer product guidance.