Seasonal Tax Pro: Trusted Advisor & Client Partner

H&R Block, Inc.; Utah; On-site; USD 22,000 - 36,000; Part time

Job summary

H&R Block in Utah is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, uncover savings opportunities, and build lasting client relationships—backed by industry-leading training and technology, with a competitive hourly rate and incentive plan. This in-person role is based at a local H&R Block tax office.

The role involves client interviews to understand financial situations, advising on tax implications, and delivering empathetic, consultative service while

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication skills, including explaining tax concepts
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

Responsibilities

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

Skills

Client interviewing

Communication skills

Explain tax concepts

IRS rules knowledge

Consultative service

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem or UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Utah is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, uncover savings opportunities, and build lasting client relationships—backed by industry-leading training and technology, with a competitive hourly rate and incentive plan. This in-person role is based at a local H&R Block tax office.

The role involves client interviews to understand financial situations, advising on tax implications, and delivering empathetic, consultative service while