Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Bluffton (SC); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block, Inc. invites applications for an Experienced Tax Professional to support clients in Bluffton, SC.

This in-person, seasonal role focuses on preparing complete returns for individuals and businesses, interviewing clients to uncover life changes and opportunities, and delivering personalized tax guidance with a trusted advisory approach. You will build relationships, highlight deductions, and offer related H&R Block products, all while leveraging training and technology to enhance

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• 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
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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-facing

Communication

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. invites applications for an Experienced Tax Professional to support clients in Bluffton, SC.

This in-person, seasonal role focuses on preparing complete returns for individuals and businesses, interviewing clients to uncover life changes and opportunities, and delivering personalized tax guidance with a trusted advisory approach. You will build relationships, highlight deductions, and offer related H&R Block products, all while leveraging training and technology to enhance