Seasonal Tax Pro: Complex Returns & Client Impact

H&R Block; South Charleston (WV); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local office. You will interview clients, understand life changes and tax implications, and offer personalized recommendations while building lasting client relationships.

The role emphasizes tax savings opportunities, IRS support, and working with a supportive team in a client-focused environment. Prior tax experience and ongoing IRS/state education are required.

Qualifications

• Strong ability to interview clients to understand financial situations and tax implications.
• Experience preparing individual and business tax returns.
• Comfortable explaining tax concepts in client-friendly language.
• Must meet IRS/state requirements and complete continuing education.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews and provide personalized recommendations.
• Build trusted relationships and identify tax savings opportunities with H&R Block products.
• Provide IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Client communication

Interviewing clients

Tax concepts

Attention to detail

Education

High school diploma or GED

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools (Copilot / ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local office. You will interview clients, understand life changes and tax implications, and offer personalized recommendations while building lasting client relationships.

The role emphasizes tax savings opportunities, IRS support, and working with a supportive team in a client-focused environment. Prior tax experience and ongoing IRS/state education are required.