Seasonal Tax Pro: Complex Returns & Trusted Advisory

H&R Block, Inc.; Nowata (OK); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

In-person office

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in Oklahoma to prepare complex tax returns and advise clients with confidence in a local tax office.

You will conduct client interviews, identify savings opportunities, and deliver personalized recommendations, backed by industry-leading training, technology, and an incentive plan that rewards your impact as you grow in tax expertise.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation experience.
• Experience working in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills.
• Must complete continuing education and meet all 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 HR 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

Tax knowledge

Interviewing

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in Oklahoma to prepare complex tax returns and advise clients with confidence in a local tax office.

You will conduct client interviews, identify savings opportunities, and deliver personalized recommendations, backed by industry-leading training, technology, and an incentive plan that rewards your impact as you grow in tax expertise.