Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Sapulpa (OK); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking an experienced Seasonal Tax Professional to prepare accurate returns for clients with diverse tax situations in a local office in Oklahoma. You will interview clients, identify tax savings opportunities, and provide clear recommendations while delivering empathetic, consultative service.

This in-person role offers training, competitive pay, and an incentive plan. The role emphasizes building lasting client relationships and delivering expert guidance, with mandatory tax

Qualifications

• Minimum 1 year of tax preparation or related experience.
• Successful completion of the HR Block Tax Knowledge Assessment.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct client interviews to understand financials and tax implications.
• Provide tax savings opportunities and recommend HR Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with team and maintain a client-focused office environment.

Skills

Tax knowledge

Client communication

IRS/state requirements

Attention to detail

Education

High school diploma or GED

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools like Copilot/ChatGPT

Job description

H&R Block is seeking an experienced Seasonal Tax Professional to prepare accurate returns for clients with diverse tax situations in a local office in Oklahoma. You will interview clients, identify tax savings opportunities, and provide clear recommendations while delivering empathetic, consultative service.

This in-person role offers training, competitive pay, and an incentive plan. The role emphasizes building lasting client relationships and delivering expert guidance, with mandatory tax