Seasonal Tax Pro: Expert Advisor & Client Advocate

H&R Block, Inc.; Lincoln (AL); On-site; USD 27,552,000 - 41,328,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and provide client-focused advisory support. You will interview clients, identify savings opportunities, and leverage our training and technology to deliver personalized tax recommendations.

This in-person role emphasizes strong communication and compliance with IRS/state requirements. Ideal candidates have at least 1 year of tax-related experience, skills in explaining tax concepts clearly, and

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide personalized recommendations.
• Build trusted relationships by delivering empathetic, consultative service and identifying savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Client-facing experience

Communication skills

Tax knowledge

IRS/state requirements compliance

Advisory client service

Education

High school diploma / GED

Tools

GoSystem Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and provide client-focused advisory support. You will interview clients, identify savings opportunities, and leverage our training and technology to deliver personalized tax recommendations.

This in-person role emphasizes strong communication and compliance with IRS/state requirements. Ideal candidates have at least 1 year of tax-related experience, skills in explaining tax concepts clearly, and