Seasonal Tax Pro: Expert Returns & Advisory

H&R Block; Lake Charles (LA); On-site; USD 20,000 - 42,000; Full time

Job summary

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

This in-person role at a local H&R Block tax office offers industry-leading training and an incentive plan tied to impact, with a focus on building trusted relationships and identifying tax savings opportunities.

Qualifications

• Successful completion of the HR 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 HR 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

Communication

Client-facing

Tax preparation

Explain tax concepts

Education

High school diploma

Bachelor’s degree

CPA or EA

Tools

GoSystem

Ultratax

AI-powered tools

Job description

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

This in-person role at a local H&R Block tax office offers industry-leading training and an incentive plan tied to impact, with a focus on building trusted relationships and identifying tax savings opportunities.