Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Metairie (LA); On-site; USD 30,000 - 52,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and provide expert guidance to clients in a local office. You will interview clients to understand their financial situations, explain tax implications in clear terms, and identify savings opportunities while fostering trusted relationships.

The role emphasizes in-person service, strong training, and a performance-based incentive structure that rewards impact and tax expertise growth.

Qualifications

• Requires completion of HR Block Tax Knowledge Assessment or equivalent
• Minimum 1 year of tax prep or related experience with individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must meet IRS/state continuing education requirements

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations
• Conduct in-depth client interviews to understand finances and life changes
• Provide personalized recommendations and tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a client-focused office environment

Skills

Client communication

Tax knowledge

Attention to detail

Relationship building

IRS/state compliance

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and provide expert guidance to clients in a local office. You will interview clients to understand their financial situations, explain tax implications in clear terms, and identify savings opportunities while fostering trusted relationships.

The role emphasizes in-person service, strong training, and a performance-based incentive structure that rewards impact and tax expertise growth.