Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Forest (MS); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns, including individual and business returns.

You will conduct in-depth client interviews, provide personalized recommendations, and build lasting client relationships while leveraging industry-leading training and technology. This in-person role offers a competitive hourly rate and an incentive plan based on your impact.

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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/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 knowledge assessment

Tax preparation

Client-facing

Communication skills

IRS/state requirements

High school diploma

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns, including individual and business returns.

You will conduct in-depth client interviews, provide personalized recommendations, and build lasting client relationships while leveraging industry-leading training and technology. This in-person role offers a competitive hourly rate and an incentive plan based on your impact.