Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Opelika (AL); On-site; USD 30,000 - 48,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for in-person work at a local H&R Block tax office.

You will prepare accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations to maximize savings. You will build strong client relationships, deliver empathetic service, and identify opportunities to offer H&R Block products.

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

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for in-person work at a local H&R Block tax office.

You will prepare accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations to maximize savings. You will build strong client relationships, deliver empathetic service, and identify opportunities to offer H&R Block products.