Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Lexington (SC); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block, Inc. in Lexington, SC is seeking a seasonal Experienced Tax Professional. You will prepare complete, accurate tax returns for clients with diverse and complex situations, interview clients, and provide clear recommendations using our training and technology.

This role is in-person at a local H&R Block tax office. You will build trusted client relationships, identify tax savings opportunities, and provide IRS support when needed.

Qualifications

• Proven ability to prepare individual and business returns with accuracy.
• Strong client-facing consultative experience and communication skills.
• Must meet IRS/state continuing education requirements.

Responsibilities

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

Skills

Client advisory

Communication skills

Explain tax concepts

Tax return preparation

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or similar credential

Tools

GoSystem

UltrasTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in Lexington, SC is seeking a seasonal Experienced Tax Professional. You will prepare complete, accurate tax returns for clients with diverse and complex situations, interview clients, and provide clear recommendations using our training and technology.

This role is in-person at a local H&R Block tax office. You will build trusted client relationships, identify tax savings opportunities, and provide IRS support when needed.