Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Adel (GA); On-site; USD 28,000 - 50,000; Full time

Job summary

H&R Block, in Adel, GA, is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses. You will interview clients to assess financial situations and provide personalized recommendations, aiming to uncover tax savings opportunities.

Role emphasizes clear communication, client relationships, and collaboration within a local office environment. It is an in-person, seasonal position offering competitive pay and training.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related work
• Experience in a client-facing, consultative role
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand finances and tax implications
• Provide clear, personalized recommendations and tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with the team to maintain a positive, client-focused office environment

Skills

Client interviewing

Tax knowledge

Communication skills

IRS/state requirements

Financial advising / consulting

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem Tax

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, in Adel, GA, is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses. You will interview clients to assess financial situations and provide personalized recommendations, aiming to uncover tax savings opportunities.

Role emphasizes clear communication, client relationships, and collaboration within a local office environment. It is an in-person, seasonal position offering competitive pay and training.