Seasonal Tax Pro: Expert Returns & Trusted Client Advisory

H&R Block; Whitesburg (KY); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to serve clients with diverse and complex tax situations. You will prepare accurate returns for individuals and businesses, conduct thorough client interviews, and offer personalized recommendations to maximize tax savings.

This in-person role at a local H&R Block tax office offers industry-leading training, a competitive hourly rate, and an incentive plan tied to impact as you develop tax expertise and serve clients.

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

Tax knowledge assessment

Tax preparation

Client-facing experience

Communication skills

IRS/state requirements

GoSystem

Ultratax

Education

HS diploma / GED / equivalent

Bachelor’s degree in accounting/fin/related

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking an Experienced Tax Professional to serve clients with diverse and complex tax situations. You will prepare accurate returns for individuals and businesses, conduct thorough client interviews, and offer personalized recommendations to maximize tax savings.

This in-person role at a local H&R Block tax office offers industry-leading training, a competitive hourly rate, and an incentive plan tied to impact as you develop tax expertise and serve clients.