Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients with complex tax situations both individually and for businesses. You will conduct in-depth client interviews, prepare accurate tax returns, and provide clear, personalized recommendations while building lasting relationships.

The role emphasizes in-person guidance, IRS support, and opportunities to grow tax expertise through industry-leading training and an incentive plan based on impact.

Qualifications

• 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

Client-facing

Communication

Tax knowledge

Interviewing clients

Education

High school diploma/GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients with complex tax situations both individually and for businesses. You will conduct in-depth client interviews, prepare accurate tax returns, and provide clear, personalized recommendations while building lasting relationships.

The role emphasizes in-person guidance, IRS support, and opportunities to grow tax expertise through industry-leading training and an incentive plan based on impact.