Seasonal Tax Pro: Expert Prep & Client Savings

H&R Block, Inc.; Union City (GA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations to maximize savings.

This in-person role emphasizes client relationships and collaborative office work, backed by comprehensive training and technology. The position involves providing IRS support and audit guidance when needed, while building

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 working 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 other 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 interviewing

Communication

IRS knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations to maximize savings.

This in-person role emphasizes client relationships and collaborative office work, backed by comprehensive training and technology. The position involves providing IRS support and audit guidance when needed, while building