Seasonal Tax Pro: Expert Returns & Advising Clients

H&R Block; Madisonville (TX); On-site; USD 28,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand their finances, and deliver personalized recommendations to maximize tax savings.

As part of a culture focused on client service, you will build lasting relationships, leverage leading training and technology, and participate in an incentive plan that recognizes your

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent training.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications and provide personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members to share knowledge and contribute to a positive, client-focused office environment.

Skills

Tax knowledge assessment

Tax preparation experience

Client-facing experience

Communication skills

Continuing education compliance

High school diploma or equivalent

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI-assisted tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand their finances, and deliver personalized recommendations to maximize tax savings.

As part of a culture focused on client service, you will build lasting relationships, leverage leading training and technology, and participate in an incentive plan that recognizes your