Seasonal Tax Pro: Complex Returns & Client Guidance

H&R Block; Purcell (OK); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct detailed client interviews, and offer personalized recommendations. You’ll build trusted relationships, identify tax savings, and provide IRS support as needed, all within a supportive, client-focused office environment.

You’ll work in person at a local H&R Block tax office, leveraging industry-leading training and technology to deliver quality service and

Qualifications

• Completed 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; able to explain tax concepts clearly.
• 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, 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 facing communication

Tax knowledge assessment

Explain tax concepts

Team collaboration

Continuing education compliance

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct detailed client interviews, and offer personalized recommendations. You’ll build trusted relationships, identify tax savings, and provide IRS support as needed, all within a supportive, client-focused office environment.

You’ll work in person at a local H&R Block tax office, leveraging industry-leading training and technology to deliver quality service and