Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Bixby (OK); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office. You will interview clients to understand financial situations, deliver personalized recommendations, and identify savings opportunities while building lasting relationships.

We provide industry-leading training, technology, and an incentive plan. The role emphasizes client-focused service, collaboration with the team, and ongoing development in tax and

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a client-focused office environment

Skills

Client facing

Tax knowledge

Consultative advisory

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office. You will interview clients to understand financial situations, deliver personalized recommendations, and identify savings opportunities while building lasting relationships.

We provide industry-leading training, technology, and an incentive plan. The role emphasizes client-focused service, collaboration with the team, and ongoing development in tax and