Seasonal Tax Pro: Expert Returns & Client Savings

H&R Block, Inc.; Richmond (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block seeks a Seasonal Experienced Tax Professional to prepare complex returns and advise clients at a local tax office. You will interview clients to understand financial situations, identify tax implications, and offer personalized recommendations and savings opportunities.

Training and technology support ensure accurate filings and compliant practice. The role emphasizes client-focused service, collaboration with team members, and ongoing professional development within a trusted tax

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

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

Skills

Client-facing experience

Communication skills

Tax knowledge

Advisory mindset

Education

High school diploma or GED

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block seeks a Seasonal Experienced Tax Professional to prepare complex returns and advise clients at a local tax office. You will interview clients to understand financial situations, identify tax implications, and offer personalized recommendations and savings opportunities.

Training and technology support ensure accurate filings and compliant practice. The role emphasizes client-focused service, collaboration with team members, and ongoing professional development within a trusted tax