Seasonal Tax Pro: Complex Returns, Trusted Advisor

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

Benefits offered by this job

Competitive hourly rate

Incentive plan

Industry-leading training and tech

Job summary

H&R Block in Elberton, GA seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships. You will use your expertise to uncover savings opportunities and guide clients with empathy, supported by strong training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with a path for growth in tax and financial services as you develop tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts in client-friendly language.
• 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, 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

Communication skills

Client-facing experience

Attention to detail

Education

High school diploma or GED

Bachelor's degree (preferred) in accounting/finance

CPA/EA (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Elberton, GA seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships. You will use your expertise to uncover savings opportunities and guide clients with empathy, supported by strong training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with a path for growth in tax and financial services as you develop tax expertise and serve clients.