Seasonal Tax Pro: Client Partner & Savings Expert

H&R Block; Gaffney (SC); On-site; USD 21,000 - 48,000; Full time

Job summary

H&R Block in the United States is seeking a seasonal Experienced Tax Professional to navigate complex tax situations and prepare accurate returns for individuals and businesses. You’ll deliver personalized recommendations, backed by industry-leading training and technology, while building lasting client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly rate and an incentive plan that rewards your impact as you grow in tax expertise and serve

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

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

Tax knowledge

Client communication

Interviewing clients

IRS guidance

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a seasonal Experienced Tax Professional to navigate complex tax situations and prepare accurate returns for individuals and businesses. You’ll deliver personalized recommendations, backed by industry-leading training and technology, while building lasting client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly rate and an incentive plan that rewards your impact as you grow in tax expertise and serve