Seasonal Tax Pro: Expert Prep & Advisory

H&R Block, Inc.; Angleton (TX); On-site; USD 30,000 - 47,000; Full time

Benefits offered by this job

Competitive hourly rate

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare complex tax returns and guide clients through tax planning. You will interview clients, assess financial situations, and offer personalized tax-saving recommendations with the support of our training and technology.

This in-person seasonal role emphasizes client service, accuracy, and ongoing education, with a competitive hourly rate and incentive plan based on impact and performance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must meet continuing education and IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to assess financial situations and implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Skills

Client interviewing

Communication skills

Tax advisory

IRS guidance

Team collaboration

Education

Bachelor's degree in accounting/finance or related field

High school diploma/GED

CPA/EA or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional to prepare complex tax returns and guide clients through tax planning. You will interview clients, assess financial situations, and offer personalized tax-saving recommendations with the support of our training and technology.

This in-person seasonal role emphasizes client service, accuracy, and ongoing education, with a competitive hourly rate and incentive plan based on impact and performance.