Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block; Lake City (GA); On-site; USD 21,000 - 39,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete, accurate returns for individuals and businesses, interview clients to tailor recommendations, and help clients save on taxes while building trusted relationships with the support of leading training and technology.

The position emphasizes a competitive hourly rate and an incentive plan that rewards impact as you grow tax expertise and serve clients.

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

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

Communication skills

Client-facing

Tax knowledge assessment

Education

High school diploma

Bachelor’s degree

CPA/EA credential

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. You will prepare complete, accurate returns for individuals and businesses, interview clients to tailor recommendations, and help clients save on taxes while building trusted relationships with the support of leading training and technology.

The position emphasizes a competitive hourly rate and an incentive plan that rewards impact as you grow tax expertise and serve clients.