Seasonal Tax Pro: Expert Advisor for Complex Returns

H&R Block; Spartanburg (SC); On-site; USD 28,000 - 48,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan based on impact

Job summary

H&R Block in Spartanburg, SC is seeking an Experienced Tax Professional for the seasonal role. You will prepare complete, accurate tax returns for individuals and businesses and conduct in-depth client interviews to uncover opportunities and provide tailored recommendations.

You'll build trusted relationships, deliver empathetic service, and assist with IRS notices and audit guidance, supported by training and tools that empower you to grow your tax expertise and serve clients in a busy,

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

Tax knowledge

Client interviewing

IRS/state compliance

Team collaboration

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Spartanburg, SC is seeking an Experienced Tax Professional for the seasonal role. You will prepare complete, accurate tax returns for individuals and businesses and conduct in-depth client interviews to uncover opportunities and provide tailored recommendations.

You'll build trusted relationships, deliver empathetic service, and assist with IRS notices and audit guidance, supported by training and tools that empower you to grow your tax expertise and serve clients in a busy,