Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Universal City (TX); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Industry-leading training

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to uncover tax implications, and deliver personalized recommendations while building trusted client relationships at a local tax office.

The role emphasizes delivering empathetic service, leveraging industry-leading training and technology, and participating in an incentive plan as you grow tax expertise and serve clients.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills and the ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Tax preparation experience

Client facing experience

Communication skills

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to uncover tax implications, and deliver personalized recommendations while building trusted client relationships at a local tax office.

The role emphasizes delivering empathetic service, leveraging industry-leading training and technology, and participating in an incentive plan as you grow tax expertise and serve clients.