Seasonal Tax Pro: Complex Returns and Client Advisory

H&R Block, Inc.; Alexandria (LA); On-site; USD 28,000 - 44,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities while delivering empathetic, client-focused service.

The role emphasizes excellent communication, on-site collaboration with a team, and adherence to IRS requirements and continuing education.

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 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 IRS/state requirements
• High school diploma / GED / equivalent

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

Tax knowledge

Interviewing

Communication

Education

Bachelor's degree in accounting

CPA or EA

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities while delivering empathetic, client-focused service.

The role emphasizes excellent communication, on-site collaboration with a team, and adherence to IRS requirements and continuing education.