Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Winfield (AL); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal in-person role at a local tax office in Alabama. You will prepare tax returns for diverse client situations, interview clients to assess needs, and offer personalized recommendations while delivering empathetic service and building lasting relationships.

Training and technology support help you grow your tax expertise and earnings. The role emphasizes client guidance, adherence to IRS/state requirements, and collaboration

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing advisory role.
• Strong communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and small businesses.
• Conduct client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and suggest H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team members to maintain a positive client-focused office.

Skills

Client-facing communication

Analytical skills

Detail-oriented

Verbal and written communication

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal in-person role at a local tax office in Alabama. You will prepare tax returns for diverse client situations, interview clients to assess needs, and offer personalized recommendations while delivering empathetic service and building lasting relationships.

Training and technology support help you grow your tax expertise and earnings. The role emphasizes client guidance, adherence to IRS/state requirements, and collaboration