Seasonal Tax Pro: Client Advisory & Prep Expert

H&R Block; Tupelo (MS); On-site; USD 18,000 - 32,000; Part time

Job summary

H&R Block in Tupelo, MS is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interview clients, and offer personalized recommendations. This role emphasizes client relationships and opportunities to grow tax expertise with training and technology support.

The position is in-person at a local H&R Block tax office, offering an hourly rate with potential incentives based on performance and client impact.

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 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

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

Communication skills

Client-facing experience

Tax knowledge

IRS/state compliance

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Tupelo, MS is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interview clients, and offer personalized recommendations. This role emphasizes client relationships and opportunities to grow tax expertise with training and technology support.

The position is in-person at a local H&R Block tax office, offering an hourly rate with potential incentives based on performance and client impact.