Seasonal Tax Pro: Trusted Advisor for Complex Returns

H&R Block; Jackson (KY); On-site; USD 28,000 - 36,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand financials and provide personalized recommendations, building trusted relationships and identifying tax savings opportunities.

You’ll be supported by industry-leading training and technology, with an incentive plan that rewards your impact as you grow in tax

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment1
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent 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

Communication skills

Client-facing

Advisory mindset

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance or related field

Tools

GoSystem/UltraTax software

AI-powered tools (Copilot/ChatGPT)

CPA or EA credential

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand financials and provide personalized recommendations, building trusted relationships and identifying tax savings opportunities.

You’ll be supported by industry-leading training and technology, with an incentive plan that rewards your impact as you grow in tax