Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Magee (MS); On-site; USD 19,000 - 36,000; Full time

Job summary

H&R Block seeks a Seasonal Experienced Tax Professional to guide clients through complex tax scenarios, prepare accurate returns for individuals and businesses, and offer personalized recommendations. You’ll interview clients, highlight tax savings opportunities, and deliver empathetic, consultative service in a local office.

You'll also provide IRS support, assist with notices, and collaborate with the team to uphold a client-focused environment.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• 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 to maintain a positive, client-focused office environment.

Skills

Client-facing

Communication skills

Tax knowledge

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS credential

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block seeks a Seasonal Experienced Tax Professional to guide clients through complex tax scenarios, prepare accurate returns for individuals and businesses, and offer personalized recommendations. You’ll interview clients, highlight tax savings opportunities, and deliver empathetic, consultative service in a local office.

You'll also provide IRS support, assist with notices, and collaborate with the team to uphold a client-focused environment.