Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block; Coweta (OK); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to join a local tax office. You will be responsible for preparing complete and accurate returns for individuals and businesses, conducting in-depth client interviews, and providing personalized tax guidance.

You will build trusted client relationships, identify tax savings opportunities, and support IRS processes as needed. This role offers competitive hourly pay and an incentive plan based on impact as you grow in tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative roles
• Strong verbal and written communication skills
• Must meet IRS/state continuing education requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand finances and life changes
• Provide personalized recommendations and tax savings opportunities
• Offer IRS support, notices assistance, and audit guidance as needed
• Collaborate with team and contribute to a positive office environment

Skills

Client interviewing

Verbal communication

Written communication

Tax knowledge

IRS/state requirements

Education

High school diploma

Bachelor's degree (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

UltraTax

AI-powered tools

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to join a local tax office. You will be responsible for preparing complete and accurate returns for individuals and businesses, conducting in-depth client interviews, and providing personalized tax guidance.

You will build trusted client relationships, identify tax savings opportunities, and support IRS processes as needed. This role offers competitive hourly pay and an incentive plan based on impact as you grow in tax expertise.