Seasonal Tax Pro: Complex Returns and Trusted Advisory

H&R Block; Angleton (TX); On-site; USD 25,000 - 55,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in person at a local office. You will interview clients, identify savings opportunities, and deliver clear recommendations with empathetic service.

Leverage training and technology to deliver accurate returns, support clients through IRS notices, and collaborate with the team to maintain a positive, client-focused office environment.

Qualifications

• Required: Tax Knowledge Assessment completed.
• Minimum 1 year in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative roles.
• Strong verbal and written communication; explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews and provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive office environment.

Skills

Tax knowledge assessment

Tax preparation

Client interviewing

Communication skills

Tax concepts explained

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in person at a local office. You will interview clients, identify savings opportunities, and deliver clear recommendations with empathetic service.

Leverage training and technology to deliver accurate returns, support clients through IRS notices, and collaborate with the team to maintain a positive, client-focused office environment.