Seasonal Tax Pro: Trusted Advisor & Savvy Prep

H&R Block, Inc.; Greenwood (IN); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

In-person office role

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses. You’ll interview clients to tailor recommendations, identify tax savings, and offer IRS support as needed.

This in-person role at a local H&R Block tax office emphasizes empathetic, consultative service and building lasting client relationships while following industry training and guidance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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

Client communication

Tax knowledge

IRS rules familiarity

Tax interviews

Education

High school diploma / GED

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses. You’ll interview clients to tailor recommendations, identify tax savings, and offer IRS support as needed.

This in-person role at a local H&R Block tax office emphasizes empathetic, consultative service and building lasting client relationships while following industry training and guidance.