Seasonal Tax Pro: Expert Returns & Client Savings

H&R Block; Jackson (AL); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, interview clients, and offer personalized tax recommendations. You will build client relationships, identify savings opportunities, and support tax notices with our training and tools.

This role is in-person at a local H&R Block tax office and offers an hourly rate with incentive plans for performance.

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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

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 — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant 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 Assessment

Tax preparation experience

Client-facing experience

Communication skills

Education compliance

High school diploma/GED

Education

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

5+ years tax experience

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, interview clients, and offer personalized tax recommendations. You will build client relationships, identify savings opportunities, and support tax notices with our training and tools.

This role is in-person at a local H&R Block tax office and offers an hourly rate with incentive plans for performance.