Senior Tax Pro

H&R Block

Tax Pro preparing complex tax returns and providing tax planning advice at H&R Block. Collaborating with clients and offering financial products to meet objectives.

Posted 7/10/2026full-timeFerguson • Montana • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing complex tax returns and conducting tax interviews, while providing exceptional client service and support during the tax preparation process. Proficient in bookkeeping and client acquisition strategies to enhance financial service offerings.

Highest-signal resume keywords

Tax Return PreparationBookkeepingClient AcquisitionIRS Audit AssistanceContinuing Education Participation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationBookkeepingTax ResearchClient InterviewsFinancial Product Knowledge

Soft Skills

Client CommunicationProblem SolvingInitiative

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Tax ComplianceFinancial ServicesClient ReferralsTax Office Operations

About the role

Key responsibilities & impact

Prepare highly complex tax returns and contact client to gather all necessary information in order to complete an accurate tax return
Perform bookkeeping work on behalf of clients as needed
Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns
Introduce and offer to clients other H&R Block financial products and services with the goal of helping clients achieve their financial objectives
Collect necessary fees and submit fees and related documentation in accordance with the District General Manager instructions
Provide necessary tax information to clients as it relates to tax preparation and resolve client concerns in accordance with the District General Manager instructions
Finalize all highly complex tax returns so client can either request electronic filing or make arrangements to pick up completed return at the tax office
Take initiative to seek new highly complex clients by asking current clients for referrals and actively develop and execute client acquisition plans
May perform duties of other office support positions
Assist clients through IRS audits to prepare them for representation

Requirements

What you’ll need

Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
Associate must participate in the 15-hour continuing education requirement in order to be considered for rehire
1 year minimum related work experience

Benefits

Comp & perks

competitive pay
comprehensive benefits
support for life both in and outside of work