Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Columbia (SC); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in Columbia, SC is seeking a seasonal Experienced Tax Professional to serve as a trusted advisor, preparing accurate returns for individuals and businesses, interviewing clients to understand finances, and recommending tax-saving strategies using our training and technology.

This in-person role offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services while helping clients navigate complex tax issues with confidence.

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 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

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

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Columbia, SC is seeking a seasonal Experienced Tax Professional to serve as a trusted advisor, preparing accurate returns for individuals and businesses, interviewing clients to understand finances, and recommending tax-saving strategies using our training and technology.

This in-person role offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services while helping clients navigate complex tax issues with confidence.