Seasonal Tax Pro: Client Advisory & Growth

H&R Block, Inc.; Longview (TX); On-site; USD 27,552,000 - 38,573,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and provide personalized tax-saving recommendations.

You’ll build lasting client relationships while offering empathetic, consultative service and leveraging H&R Block training and technology.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience 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.

Responsibilities

• 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.

Skills

Client facing

Verbal & written communication

IRS/state compliance

Tax knowledge assessment

Education

HS Diploma or GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and provide personalized tax-saving recommendations.

You’ll build lasting client relationships while offering empathetic, consultative service and leveraging H&R Block training and technology.