Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Houston (MS); On-site; USD 25,000 - 41,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

In-person role

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Mississippi. You will prepare complete and accurate returns for individuals and small businesses, interview clients to understand their financial situations, and identify tax savings opportunities with guidance from our trusted technology and training.

Join a high-performing team, earn an incentive-based pay structure, and grow your tax expertise with ongoing education and support from

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 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
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools

Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Mississippi. You will prepare complete and accurate returns for individuals and small businesses, interview clients to understand their financial situations, and identify tax savings opportunities with guidance from our trusted technology and training.

Join a high-performing team, earn an incentive-based pay structure, and grow your tax expertise with ongoing education and support from