Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Valley (AL); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations.

You will conduct client interviews, offer personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service in a local tax office. You will collaborate with teammates, provide IRS assistance, and help clients navigate tax notices as needed, contributing to a positive client-focused environment and

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 in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language
• Must complete continuing education and meet 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

Tax preparation

Client interviews

IRS/state requirements

Communication skills

Education

High school diploma / GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (preferred)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations.

You will conduct client interviews, offer personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service in a local tax office. You will collaborate with teammates, provide IRS assistance, and help clients navigate tax notices as needed, contributing to a positive client-focused environment and