Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Columbus (MS); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations in person at a local office. You will prepare accurate returns, interview clients, and identify savings opportunities.

The role emphasizes client service, strong communication, and the ability to explain tax concepts clearly. Prior tax or finance experience is preferred; continuing education is required to stay compliant.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1.
• 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

Tax preparation

Client advisory

IRS rules

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations in person at a local office. You will prepare accurate returns, interview clients, and identify savings opportunities.

The role emphasizes client service, strong communication, and the ability to explain tax concepts clearly. Prior tax or finance experience is preferred; continuing education is required to stay compliant.