Seasonal Tax Pro: In-Office Client Advisory, Returns Expert

H&R Block, Inc.; Grand Junction (CO); On-site; USD 21,000 - 110,000; Part time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Discount program

Travel Insurance

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses.

You will interview clients, offer personalized recommendations, and build lasting relationships while leveraging training and technology. This in-person role at a local H&R Block tax office emphasizes client-focused service, tax savings opportunities, and collaboration with the office team.

Qualifications

• High school diploma or equivalent required.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory role preferred.

Responsibilities

• Prepare complete and accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide recommendations and identify tax savings opportunities and relevant products.
• Offer IRS support, audit guidance, and tax notice resolution as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Tax knowledge

Client communication

IRS/state requirements

Attention to detail

Advisory experience

Education

CPA or Enrolled Agent

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses.

You will interview clients, offer personalized recommendations, and build lasting relationships while leveraging training and technology. This in-person role at a local H&R Block tax office emphasizes client-focused service, tax savings opportunities, and collaboration with the office team.