Seasonal Tax Pro — In-Person, Expert Returns & Client Impact

H&R Block, Inc.; Great Falls (MT); On-site; USD 27,552,000 - 41,328,000; Part time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Montana. You will prepare returns, interview clients to understand their financial situations, and provide personalized tax guidance while identifying savings opportunities and product options.

The position emphasizes client-focused service, ongoing IRS support, and collaboration within a team to ensure accurate and compliant filings.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing advisory roles.
• Strong communication and ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.
• 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 — 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

Client facing

Communication skills

IRS compliance

Education

High school diploma / GED

Bachelor's degree (Preferred)

Tools

GoSystem/Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Montana. You will prepare returns, interview clients to understand their financial situations, and provide personalized tax guidance while identifying savings opportunities and product options.

The position emphasizes client-focused service, ongoing IRS support, and collaboration within a team to ensure accurate and compliant filings.