Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Augusta (GA); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking an Experienced Tax Professional for the seasonal period to help clients navigate complex tax situations. This in-person role at a local tax office involves preparing accurate returns for individuals and businesses, interviewing clients to understand finances, and offering personalized recommendations to maximize savings, supported by industry-leading training and tools.

You will build trusted client relationships, provide IRS support and audit guidance as needed, and

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED is required.

Responsibilities

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

Skills

Tax preparation

Client communication

IRS/state compliance

Attention to detail

Adaptability

Continued education

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for the seasonal period to help clients navigate complex tax situations. This in-person role at a local tax office involves preparing accurate returns for individuals and businesses, interviewing clients to understand finances, and offering personalized recommendations to maximize savings, supported by industry-leading training and tools.

You will build trusted client relationships, provide IRS support and audit guidance as needed, and