Seasonal Tax Pro: Trusted Advisor & Growth Incentives

H&R Block, Inc.; Rochester (MN); On-site; USD 15,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Employee assistance program

Virtual fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships within an in-person office setting.

You will be trained with industry-leading tools and compensated hourly with an incentive plan based on impact and growth in tax expertise.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment 1.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS and state continuing education requirements.
• High school diploma or GED required.

Responsibilities

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

Skills

Tax preparation

Client-facing

Communication skills

IRS/state requirements

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships within an in-person office setting.

You will be trained with industry-leading tools and compensated hourly with an incentive plan based on impact and growth in tax expertise.