Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Broken Arrow (OK); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations backed by our training and technology.

This in-person role at a local H&R Block tax office offers a competitive hourly rate and an incentive plan based on impact as you build your tax expertise and serve clients.

Qualifications

• 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.
• Must complete continuing education and meet IRS and applicable state requirements.

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 experience

Communication skills

Tax knowledge

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations backed by our training and technology.

This in-person role at a local H&R Block tax office offers a competitive hourly rate and an incentive plan based on impact as you build your tax expertise and serve clients.