Seasonal Tax Pro — Expert Returns & Client Impact

H&R Block, Inc.; Bay City (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and identify savings opportunities at a local tax office.

You'll interview clients, explain tax concepts in plain language, build trusted relationships, and collaborate with teammates to deliver personalized service and IRS support. This in-person role offers competitive pay, training, and growth in tax and financial services.

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 in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent is required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client-facing

Communication skills

Explain tax concepts

Advisory mindset

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and identify savings opportunities at a local tax office.

You'll interview clients, explain tax concepts in plain language, build trusted relationships, and collaborate with teammates to deliver personalized service and IRS support. This in-person role offers competitive pay, training, and growth in tax and financial services.