Seasonal Tax Pro with Expert Prep & Advisory

H&R Block, Inc.; Payson (UT); On-site; USD 42,000 - 72,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with complex situations. You will conduct in-depth client interviews to understand finances and tax implications, then provide clear, personalized recommendations and savings opportunities.

The role emphasizes building trusted client relationships, delivering consultative service, and offering IRS support and audit guidance when needed.

Qualifications

• Completion of HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills and ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide personalized recommendations and identify tax savings opportunities and HR Block products.
• 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 communication

IRS knowledge

Team collaboration

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

GoSystem

UltraTax

AI tooling familiarity

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with complex situations. You will conduct in-depth client interviews to understand finances and tax implications, then provide clear, personalized recommendations and savings opportunities.

The role emphasizes building trusted client relationships, delivering consultative service, and offering IRS support and audit guidance when needed.