Seasonal Tax Pro: Expert Client Advisor & Savings Advocate

H&R Block, Inc.; Jasper (AL); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare returns, and uncover savings opportunities, supported by training and technology.

This in-person role is based at a local H&R Block tax office. You will interview clients, deliver personalized recommendations, and build lasting relationships while providing IRS support and audit guidance as needed.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• At least 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 skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all 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-facing

Communication

Analytical thinking

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare returns, and uncover savings opportunities, supported by training and technology.

This in-person role is based at a local H&R Block tax office. You will interview clients, deliver personalized recommendations, and build lasting relationships while providing IRS support and audit guidance as needed.