Seasonal Tax Pro: Expert Prep & Client Advisory

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

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, and to interview clients to understand their financial situations.

You will deliver tailored recommendations, build strong client relationships, and identify tax-saving opportunities while leveraging training and technology. This in-person role at a local H&R Block tax office emphasizes accuracy and client service.

Qualifications

• Must complete continuing education and meet IRS/state requirements.
• Minimum 1 year of tax preparation or related experience.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, with ability to explain tax concepts clearly.
• High school diploma or GED or equivalent.
• Enrollment or completion of H&R Block Tax Knowledge Assessment.

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 and tax implications, then provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying savings opportunities.
• 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

Clear tax explanations

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, and to interview clients to understand their financial situations.

You will deliver tailored recommendations, build strong client relationships, and identify tax-saving opportunities while leveraging training and technology. This in-person role at a local H&R Block tax office emphasizes accuracy and client service.