Seasonal Tax Pro: In-Person Client Advisory & Growth

H&R Block, Inc.; Sandy (UT); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block, Inc. in Utah is looking for a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients about their financial situations, and identify tax savings opportunities at a local office.

You will deliver empathetic, consultative service, explain tax concepts clearly to clients, and build lasting relationships while supporting IRS processes and audit guidance as needed. This in-person role offers industry-leading training, competitive hourly pay, and an incentive

Qualifications

• Required: Tax Knowledge Assessment
• Minimum 1 year in tax preparation or related field
• Experience in client-facing/advisory role
• Strong verbal and written communication skills
• Must complete continuing education and IRS/state requirements
• High school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Tax Knowledge Assessment

Tax preparation experience

Client-facing experience

Communication skills

Continuing education/compliance

IRS/state requirements

Education

High school diploma

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

AI tools familiarity

Job description

H&R Block, Inc. in Utah is looking for a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients about their financial situations, and identify tax savings opportunities at a local office.

You will deliver empathetic, consultative service, explain tax concepts clearly to clients, and build lasting relationships while supporting IRS processes and audit guidance as needed. This in-person role offers industry-leading training, competitive hourly pay, and an incentive