Seasonal Tax Pro: Client Advisory & Savings

H&R Block, Inc.; Jackson (AL); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide personalized recommendations. You will help clients navigate complex tax situations with our training and technology, working in-person at a local H&R Block tax office.

Responsibilities include delivering tax savings opportunities, product suggestions, and providing IRS support as needed, while building lasting client relationships and maintaining a client-focused team

Qualifications

• HS diploma or equivalent required.
• 1+ year experience in tax prep, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative roles.
• Strong written and verbal communication; explain tax concepts clearly.
• Continuing education and IRS/state requirements must be met.

Responsibilities

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

Skills

Client communication

Consultative approach

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide personalized recommendations. You will help clients navigate complex tax situations with our training and technology, working in-person at a local H&R Block tax office.

Responsibilities include delivering tax savings opportunities, product suggestions, and providing IRS support as needed, while building lasting client relationships and maintaining a client-focused team