Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block; Clearfield (UT); On-site; USD 28,000 - 44,000; Full time

Job summary

H&R Block in Utah is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients to understand financial changes, and provide personalized recommendations while leveraging Block's training and technology.

In this in-person role at a local H&R Block tax office, you will build lasting client relationships, identify tax savings opportunities, and support IRS processes as needed.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience preparing individual and business returns.
• Strong verbal and written communication; client-facing experience.
• High school diploma or GED 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; 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 and contribute to a positive, client-focused office environment.

Skills

Communication skills

Client-facing

Interviewing

Education

High school diploma / GED

Bachelor’s degree

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Utah is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients to understand financial changes, and provide personalized recommendations while leveraging Block's training and technology.

In this in-person role at a local H&R Block tax office, you will build lasting client relationships, identify tax savings opportunities, and support IRS processes as needed.