Seasonal Tax Pro: Client Advisory & Returns (In-Person)

H&R Block, Inc.; Von Ormy (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Texas to prepare complete tax returns for clients with diverse situations, including individuals and businesses. You will interview clients to understand financials and provide personalized recommendations in person at a local office.

The role emphasizes client-focused service, tax savings opportunities, and collaborating with team members to deliver quality results.

Qualifications

• Complete the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication, able 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 and complex situations (individual and business).
• Conduct in-depth client interviews to understand financials and tax implications; provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and related H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Client-facing communication

Tax knowledge

IRS/state requirements

Attention to detail

Education

High school diploma / GED

Bachelor's degree preferred

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Texas to prepare complete tax returns for clients with diverse situations, including individuals and businesses. You will interview clients to understand financials and provide personalized recommendations in person at a local office.

The role emphasizes client-focused service, tax savings opportunities, and collaborating with team members to deliver quality results.