Seasonal Tax Pro: Complex Returns & Trusted Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You’ll deliver trusted, empathetic service and leverage leading training and technology to build lasting client relationships.

This in-person role at a local H&R Block tax office emphasizes client-focused service, ongoing education, and opportunity to grow in tax and financial services.

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 working in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable 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

Consultative/advisory

IRS/state requirements

Education

High school diploma or GED

Bachelor's degree in accounting/finance

CPA/EA credential

Tools

GoSystem

Ultratax

AI-assisted tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You’ll deliver trusted, empathetic service and leverage leading training and technology to build lasting client relationships.

This in-person role at a local H&R Block tax office emphasizes client-focused service, ongoing education, and opportunity to grow in tax and financial services.