Seasonal Tax Pro: In-Person Client Advisory

H&R Block, Inc.; Windsor Heights (IA); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations, including individual and business returns, in-person at a local H&R Block office in Iowa.

You will conduct in-depth client interviews, understand financial situations and tax implications, and provide clear, personalized recommendations while building trusted client relationships and identifying tax savings opportunities.

Qualifications

• 1+ year of tax prep or related experience.
• Experience preparing individual and business returns.
• Strong verbal and written communication to explain tax concepts.
• Must meet continuing education and IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct client interviews to understand finances and tax implications and provide recommendations.
• Identify tax savings opportunities and promote H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Client communication

Interviewing

Tax knowledge

IRS rules

Education

High school diploma

Bachelor's degree

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations, including individual and business returns, in-person at a local H&R Block office in Iowa.

You will conduct in-depth client interviews, understand financial situations and tax implications, and provide clear, personalized recommendations while building trusted client relationships and identifying tax savings opportunities.