Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Elba (AL); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individual and business clients, conducting client interviews to understand financial situations, and offering personalized tax-saving recommendations. You will build lasting client relationships, delivering empathetic service while utilizing industry-leading training and technology.

This in-person role at a local H&R Block tax office offers competitive pay and an incentive plan to reward impact

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

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 and provide clear recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Communication skills

Client-facing

Tax knowledge

IRS/state requirements

Problem solving

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individual and business clients, conducting client interviews to understand financial situations, and offering personalized tax-saving recommendations. You will build lasting client relationships, delivering empathetic service while utilizing industry-leading training and technology.

This in-person role at a local H&R Block tax office offers competitive pay and an incentive plan to reward impact