Seasonal Tax Pro: Trusted Advisor for Complex Returns

H&R Block, Inc.; Boonville (IN); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. in Indiana is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax matters in a local office.

You will interview clients to understand their financial situations and offer personalized strategies, including audit support and tax notices. The role emphasizes delivering empathetic, consultative service, building long-term client relationships, and leveraging company training and technology.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts clearly to clients.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED or equivalent.

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 recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge

Client communication

Consultative advisory

IRS/state compliance

Education

High school diploma or GED

Bachelor’s degree in accounting, finance or related field

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

Tools

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in Indiana is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax matters in a local office.

You will interview clients to understand their financial situations and offer personalized strategies, including audit support and tax notices. The role emphasizes delivering empathetic, consultative service, building long-term client relationships, and leveraging company training and technology.