Experienced Tax Professional

H&R Block, Inc.; Baytown (TX); Sur place; USD 28 000 - 39 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Benefits

Résumé du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You'll be supported by industry-leading training and technology and earn a competitive hourly rate.

This in-person role at a local H&R Block tax office emphasizes client interviews, personalized recommendations, and building lasting relationships while delivering empathetic service and tax planning support.

Qualifications

• Minimum 1 year of experience in tax preparation or related fields.
• Experience preparing individual and business returns.
• Ability to explain tax concepts in client-friendly language.
• Willingness to complete continuing education and IRS/state requirements.
• Strong written and verbal communication skills.

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to assess financial life changes and implications.
• Provide clear, personalized recommendations and tax-saving opportunities.
• Develop trusted client relationships with empathetic, consultative service.
• Provide IRS support, notices, and audit guidance as needed.

Connaissances

Tax preparation

Client communication

IRS knowledge

Customer service

Formation

High school diploma or GED

Bachelor's degree (preferred)

Outils

GoSystem software

UltraTax software

Description du poste

About the Role

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.

• We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

This role is in-person at a local H&R Block tax office.

• 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

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

• 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.

1 - Enrollmentinor completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer or guarantee of employment.