Seasonal Tax Pro: Client Advisor & Returns Expert

H&R Block, Inc.; Fort Oglethorpe (GA); On-site; USD 42,000 - 64,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate Returns. You will build lasting relationships while leveraging training and technology, working in-person at a local H&R Block office.

Your role involves interviewing clients, identifying savings opportunities, explaining tax concepts in clear terms, and providing support for IRS notices and audits.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication, ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Deliver IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client-facing

Communication skills

Advisory service

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate Returns. You will build lasting relationships while leveraging training and technology, working in-person at a local H&R Block office.

Your role involves interviewing clients, identifying savings opportunities, explaining tax concepts in clear terms, and providing support for IRS notices and audits.