Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block, Inc.; Oakwood (GA); On-site; USD 25,000 - 38,000; Full time

Benefits offered by this job

Competitive hourly pay

Incentive plan

Industry-leading training

In-person office role

Job summary

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

You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings while ensuring compliance. The role emphasizes client-facing advisory duties, collaboration with the office team, and ongoing tax training, with an incentive plan tied to impact and performance.

Qualifications

• Requires 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 in client-facing, consultative, or advisory roles.
• Strong verbal and written communication skills.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

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

Skills

Client-facing communication

Tax knowledge

Education

High school diploma or GED

Bachelor's degree in accounting or finance

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

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

You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings while ensuring compliance. The role emphasizes client-facing advisory duties, collaboration with the office team, and ongoing tax training, with an incentive plan tied to impact and performance.