Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Cayce (SC); On-site; USD 25,000 - 41,000; Full time

Job summary

H&R Block in Cayce, SC is seeking an Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete and accurate returns, interview clients to assess their finances, and offer personalized recommendations while building lasting relationships.

The role emphasizes tax savings opportunities, use of H&R Block products, and required IRS/state compliance. In-person at a local tax office with competitive hourly pay and incentive plan.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language
• Must complete continuing education and meet IRS/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 experience

Tax knowledge

Consultative advisory

Education

High school diploma / GED / equivalent required

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltrasTax

Job description

H&R Block in Cayce, SC is seeking an Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete and accurate returns, interview clients to assess their finances, and offer personalized recommendations while building lasting relationships.

The role emphasizes tax savings opportunities, use of H&R Block products, and required IRS/state compliance. In-person at a local tax office with competitive hourly pay and incentive plan.