Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Sumiton (AL); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.

The role requires conducting in-depth client interviews to understand financial situations, life changes, and tax implications, then providing clear, personalized recommendations and building trusted client relationships. In-person at a local H&R Block tax office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.

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.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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

Tax knowledge

Client communication

Interviewing clients

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.

The role requires conducting in-depth client interviews to understand financial situations, life changes, and tax implications, then providing clear, personalized recommendations and building trusted client relationships. In-person at a local H&R Block tax office.