Seasonal Tax Pro: Client Advisory & Savings

H&R Block, Inc.; Coolidge (AZ); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

In-person office

Job summary

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

This in-person role at a local H&R Block tax office offers an hourly rate and an incentive plan, with opportunities to grow in tax and financial services. Strong communication is essential.

Qualifications

• Minimum 1 year of experience in tax preparation or related fields (tax, accounting, finance, or bookkeeping).
• Experience in a client-facing, consultative, or advisory role.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized tax-saving recommendations and build trusted client relationships.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Skills

Client communications

Tax knowledge

Attention to detail

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

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

This in-person role at a local H&R Block tax office offers an hourly rate and an incentive plan, with opportunities to grow in tax and financial services. Strong communication is essential.