Experienced Tax Professional

Job description

Seasonal Experienced Tax Professional

As a seasonal experienced tax professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.

Responsibilities include:

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

Required qualifications include:

Successful completion of the H&R Block Tax Knowledge Assessment 1

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

Preferred qualifications include:

Bachelor's degree in accounting, finance or a related field

5+ years of experience in tax preparation, accounting, finance, bookkeeping

CPA or Enrolled Agent (EA), or other IRS Circular 230 credential

Experience completing complex returns, tax planning, audit support, or tax notice resolution

Familiarity with GoSystem or Ultratax software

Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)

Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us:

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Worksite address

louisville, KY, 40201, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.