Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Caldwell (TX); On-site; USD 39,000 - 58,000; Full time

Job summary

H&R Block seeks an experienced tax professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to understand financials, and offer personalized recommendations while leveraging training and technology.

You’ll build lasting client relationships, identify savings opportunities, and contribute to a high-performing local office with an emphasis on in-person service and team collaboration.

Qualifications

• 1 year minimum of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Excellent verbal and written communication; explains tax concepts clearly.
• Must meet IRS and state continuing education requirements and have a high school diploma.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide empathetic, consultative service and identify tax savings opportunities and product fit.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client-facing communication

Tax knowledge

Consultative advisory

Attention to detail

Time management

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block seeks an experienced tax professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to understand financials, and offer personalized recommendations while leveraging training and technology.

You’ll build lasting client relationships, identify savings opportunities, and contribute to a high-performing local office with an emphasis on in-person service and team collaboration.