Seasonal Tax Pro — Trusted Advisor, Client Savings

H&R Block, Inc.; LaGrange (IN); On-site; USD 25,000 - 41,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Training & development

Job summary

H&R Block, Inc. in Indiana seeks a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, interviewing clients to understand their finances and offering tailored tax guidance.

You will build lasting client relationships, identify savings opportunities, and deliver clear recommendations with the support of top-tier training and technology. This in-person role at a local H&R Block tax office emphasizes client service, accuracy, and proactive

Qualifications

• Completion of H&R Block Tax Knowledge Assessment.
• At least 1 year of tax prep or related experience.
• Experience in client-facing advisory role.
• Ability to explain tax concepts clearly to clients.
• 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.
• 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

Client-facing

Communication

Tax concepts

Advisory skills

Team collaboration

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. in Indiana seeks a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, interviewing clients to understand their finances and offering tailored tax guidance.

You will build lasting client relationships, identify savings opportunities, and deliver clear recommendations with the support of top-tier training and technology. This in-person role at a local H&R Block tax office emphasizes client service, accuracy, and proactive