Seasonal Tax Specialist: Complex Returns & Client Advisory

H&R Block; Kentwood (MI); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

In-person local office

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and deliver accurate returns with personalized recommendations. You’ll leverage industry-leading training, technology, and an incentive plan to grow your tax expertise while serving clients in a supportive, in-office environment.

The role emphasizes client interviews, tax planning opportunities, and collaboration with a team to ensure a positive, service-driven office culture.

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 explaining 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
• 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

Tax knowledge

Client communication

Tax preparation

IRS regulations

GoSystem

UltraTax

Consultative advisory

Education

Bachelor’s degree in accounting, finance or related

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and deliver accurate returns with personalized recommendations. You’ll leverage industry-leading training, technology, and an incentive plan to grow your tax expertise while serving clients in a supportive, in-office environment.

The role emphasizes client interviews, tax planning opportunities, and collaboration with a team to ensure a positive, service-driven office culture.