Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Friendswood (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

H&R Block in Texas is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews, understand financial situations, and provide personalized recommendations to maximize savings while staying compliant.

You will build trusted client relationships, deliver empathetic service, and utilize industry-leading training and technology.

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.

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

Client interview

Communication skills

IRS/state compliance

Team collaboration

Education

High school diploma / GED

Bachelor’s degree

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Texas is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews, understand financial situations, and provide personalized recommendations to maximize savings while staying compliant.

You will build trusted client relationships, deliver empathetic service, and utilize industry-leading training and technology.