Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lithia Springs (GA); On-site; USD 21,000 - 39,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office. You will interview clients, uncover savings opportunities, and recommend H&R Block products while providing IRS support and audit guidance when needed.

The role emphasizes client-centric service, ongoing training, and a competitive hourly rate with an incentive plan to reward impact as tax expertise grows.

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 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 / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products
• 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 interviewing

Communication skills

Tax knowledge

IRS guidance experience

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office. You will interview clients, uncover savings opportunities, and recommend H&R Block products while providing IRS support and audit guidance when needed.

The role emphasizes client-centric service, ongoing training, and a competitive hourly rate with an incentive plan to reward impact as tax expertise grows.