Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Lumberton (TX); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block seeks an Experienced Tax Professional to prepare complex returns and advise clients. You will interview clients, uncover savings opportunities, and deliver personalized recommendations with industry-leading training and technology.

This is an in-person seasonal role at a local H&R Block tax office, offering an hourly rate and incentive plan based on impact. You will collaborate with the team to deliver empathetic service, explain tax concepts clearly, and help clients navigate IRS

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles and explaining tax concepts.
• Must meet IRS/state continuing education requirements and have a HS diploma.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand tax situations and offer recommendations.
• Build trusted client relationships and identify tax savings opportunities.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with teammates to maintain a positive, client-focused office environment.

Skills

Client communication

Tax knowledge

IRS/state requirements

Explain tax concepts clearly

Client-facing advisory

GoSystem

UltraTax

Copilot

ChatGPT

Education

High school diploma or GED

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

IRS Circular 230 credential

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block seeks an Experienced Tax Professional to prepare complex returns and advise clients. You will interview clients, uncover savings opportunities, and deliver personalized recommendations with industry-leading training and technology.

This is an in-person seasonal role at a local H&R Block tax office, offering an hourly rate and incentive plan based on impact. You will collaborate with the team to deliver empathetic service, explain tax concepts clearly, and help clients navigate IRS