Seasonal Tax Pro: Expert Prep & Client Savings

H&R Block, Inc.; Lancaster (SC); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Incentive plan

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in an in-person office. You will interview clients, explain tax implications, and identify savings opportunities while delivering empathetic, consultative service.

The role emphasizes client relationships, tax expertise development, and access to industry-leading training and technology, with an incentive plan tied to impact and performance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS/state continuing education requirements.
• High school diploma or GED.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and offer relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with teammates and maintain a client-focused office environment.

Skills

Client communication

Verbal communication

Written communication

Consultative service

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltrasTax (UltraTax)

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in an in-person office. You will interview clients, explain tax implications, and identify savings opportunities while delivering empathetic, consultative service.

The role emphasizes client relationships, tax expertise development, and access to industry-leading training and technology, with an incentive plan tied to impact and performance.