Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Haleyville (AL); On-site; USD 28,000 - 50,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with complex situations, including individuals and businesses. You'll interview clients to understand finances and offer clear recommendations, build trusted relationships, and provide IRS support as needed.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service and opportunities to grow tax expertise through leading training and tools,

Qualifications

• Required: completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns
• Experience in a client-facing, consultative or advisory role
• Strong verbal and written communication, ability to explain tax concepts clearly to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide personalized 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

Client communication

Consultative advisory

Explain tax concepts

Team collaboration

Education

High school diploma

Bachelor's degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

UltrasTax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with complex situations, including individuals and businesses. You'll interview clients to understand finances and offer clear recommendations, build trusted relationships, and provide IRS support as needed.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service and opportunities to grow tax expertise through leading training and tools,