Seasonal Tax Pro: Build Client Relationships & Savings

H&R Block

Tallulah (LA)

On-site

USD 30,000 - 48,000

Full time

14 days+

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Job summary

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, offer personalized recommendations, and identify tax savings opportunities while building lasting relationships.

In-person at a local H&R Block office, with training support and performance incentives. You will also provide IRS support, tax notices assistance, and audit guidance as needed, collaborating with teammates to

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Minimum 1 year of experience in tax prep or related fields.
  • Experience in a client-facing, consultative, or advisory role.
  • Strong verbal and written communication; ability to explain tax concepts clearly.
  • Must meet IRS/state continuing education requirements.
  • High school diploma or GED required.

Responsibilities

  • Prepare complete, accurate tax returns for individuals and businesses.
  • Conduct in-depth client interviews to understand finances and life changes.
  • Provide personalized recommendations and identify tax savings opportunities.
  • Offer IRS support, tax notices assistance, and audit guidance as needed.
  • Collaborate with the team to maintain a positive client-focused office.

Skills

Tax knowledge
Client-facing
Communication skills
Explain tax concepts

Education

High school diploma / GED
Bachelor's degree (preferred)
CPA or EA (preferred)

Tools

GoSystem
UltraTax
AI-powered tools

Job description

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, offer personalized recommendations, and identify tax savings opportunities while building lasting relationships.

In-person at a local H&R Block office, with training support and performance incentives. You will also provide IRS support, tax notices assistance, and audit guidance as needed, collaborating with teammates to

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