Seasonal Tax Professional: Trusted Advisor & Growth

H&R Block, Inc.; Conifer (CO); On-site; USD 21,000 - 110,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients to understand their financial situations, and deliver personalized tax savings opportunities.

You’ll work in-person at a local H&R Block tax office, building lasting client relationships with industry-leading training and technology. This role emphasizes client-facing advisory work, IRS support, and collaboration within a team to maintain a positive, client-focused office

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 interviewing

Tax concepts explained

Verbal communication

Written communication

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients to understand their financial situations, and deliver personalized tax savings opportunities.

You’ll work in-person at a local H&R Block tax office, building lasting client relationships with industry-leading training and technology. This role emphasizes client-facing advisory work, IRS support, and collaboration within a team to maintain a positive, client-focused office