Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Heflin (AL); On-site; USD 30,000 - 54,000; Full time

Job summary

H&R Block in Montgomery, AL is seeking an Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses and to build lasting client relationships.

You'll conduct in-depth client interviews, offer personalized tax-saving recommendations, and provide IRS support and audit guidance as needed. This in-person seasonal role includes strong training and opportunities to grow in tax and financial services.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• At least 1 year of tax prep or related experience
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; explain tax concepts clearly
• Must meet IRS and state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notices, and audit guidance as needed
• Collaborate with team to maintain a client-focused office environment

Skills

Tax knowledge

Client interviews

IRS support

Communication

Education

High school diploma required

Bachelor’s degree preferred

Tools

GoSystem

UltraTax

AI tools (Copilot)

Job description

H&R Block in Montgomery, AL is seeking an Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses and to build lasting client relationships.

You'll conduct in-depth client interviews, offer personalized tax-saving recommendations, and provide IRS support and audit guidance as needed. This in-person seasonal role includes strong training and opportunities to grow in tax and financial services.