Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Beaufort (SC); On-site; USD 30,000 - 47,000; Full time

Job summary

H’R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, preparing accurate returns for individuals and businesses while delivering personalized recommendations. You will interview clients to understand finances and life changes, building trusted relationships and offering tax savings opportunities.

This role is in-person at a local H’R Block tax office, with industry-leading training, a competitive hourly rate, and an incentive plan that

Qualifications

• Successful completion of the H’R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• 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 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

Communication skills

Client facing

Attention to detail

Tax knowledge

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H’R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, preparing accurate returns for individuals and businesses while delivering personalized recommendations. You will interview clients to understand finances and life changes, building trusted relationships and offering tax savings opportunities.

This role is in-person at a local H’R Block tax office, with industry-leading training, a competitive hourly rate, and an incentive plan that