Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Ozark (AL); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients, and provide personalized recommendations.

This in-person role offers training, leading technology, and an incentive plan that rewards your impact as you grow tax expertise while serving clients at a local office.

Qualifications

• Successful completion of the H&R 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, including the ability to explain tax concepts clearly
• Must complete continuing education and meet all IRS and state requirements
• High school diploma / GED / equivalent required

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 communication

Interviewing skills

Advisory approach

Written communication

IRS/state knowledge

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients, and provide personalized recommendations.

This in-person role offers training, leading technology, and an incentive plan that rewards your impact as you grow tax expertise while serving clients at a local office.