Seasonal Tax Pro: Expert Returns & Savings Guidance

H&R Block, Inc.; Crown Point (IN); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify tax savings opportunities in a local tax office. You will deliver empathetic, consultative service and leverage Block training and technology.

In this in-person role, you’ll build lasting client relationships and provide guidance on tax implications. The position requires tax preparation experience, strong communication, and FS/IRS knowledge.

Qualifications

• Preparation of complete, accurate tax returns for individuals and businesses
• Conduct client interviews to assess financial situations and tax implications
• Explain tax concepts in client-friendly language
• Maintain compliance with IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations
• Conduct in-depth client interviews to understand financial life changes
• Provide tax savings recommendations and cross-sell Block products
• Offer IRS support and audit guidance when needed
• Collaborate with team to maintain a positive client-focused office environment

Skills

Tax prep

Client communication

IRS rules

Detail oriented

Education

High school diploma or equivalent

Bachelor's degree preferred in accounting/finance

CPA/EA or IRS Circular 230 credential preferred

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify tax savings opportunities in a local tax office. You will deliver empathetic, consultative service and leverage Block training and technology.

In this in-person role, you’ll build lasting client relationships and provide guidance on tax implications. The position requires tax preparation experience, strong communication, and FS/IRS knowledge.