Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Gladewater (TX); On-site; USD 34,000 - 58,000; Part time

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare complete tax returns for clients with complex situations, including individuals and businesses. You will interview clients to understand financial life changes and provide personalized recommendations, building lasting relationships and offering tax savings opportunities.

The role emphasizes IRS guidance, audit support, and collaboration within a team in a local office, with a competitive hourly rate and incentive plan.

Qualifications

• Successfully completed the HR Block Tax Knowledge Assessment or equivalent
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

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 tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and maintain a client-focused office environment

Skills

Client interviewing

Tax knowledge

Communication skills

Consultative service

IRS guidance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or other IRS credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional to prepare complete tax returns for clients with complex situations, including individuals and businesses. You will interview clients to understand financial life changes and provide personalized recommendations, building lasting relationships and offering tax savings opportunities.

The role emphasizes IRS guidance, audit support, and collaboration within a team in a local office, with a competitive hourly rate and incentive plan.