Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.; San Tan Valley (AZ); On-site; USD 30,000 - 47,000; Part time

Benefits offered by this job

Training & tech

Incentive plan

Competitive pay

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations, including individuals and businesses.

You will interview clients, identify tax savings opportunities, and provide personalized recommendations while leveraging industry-leading training and technology. The role is in-person at a local H&R Block tax office, with an incentive plan and competitive hourly pay that rewards your impact as you grow tax expertise and

Qualifications

• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing advisory role.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete and accurate individual and business tax returns.
• Conduct client interviews to understand financial situations and tax implications.
• Provide tax savings recommendations and cross-sell Block products.
• Offer IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a client-focused office environment.

Skills

Client interviews

Communication skills

IRS guidance

Education

High school diploma or GED

Bachelor’s degree (preferred)

CPA/EA preferred

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations, including individuals and businesses.

You will interview clients, identify tax savings opportunities, and provide personalized recommendations while leveraging industry-leading training and technology. The role is in-person at a local H&R Block tax office, with an incentive plan and competitive hourly pay that rewards your impact as you grow tax expertise and