Seasonal Tax Pro: Expert Returns & In-Person Advisory

H&R Block, Inc.; Beaumont (TX); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to assess circumstances, and offer personalized recommendations.

The role emphasizes building relationships and identifying tax savings opportunities using H&R Block products. This in-person role at a local H&R Block tax office focuses on providing empathetic, consultative service while meeting IRS and state requirements

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication, ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED or equivalent.

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 and tax implications, then provide personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax Knowledge Assessment

1 year experience

Client facing

Strong communication

IRS/state requirements

High school diploma

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to assess circumstances, and offer personalized recommendations.

The role emphasizes building relationships and identifying tax savings opportunities using H&R Block products. This in-person role at a local H&R Block tax office focuses on providing empathetic, consultative service while meeting IRS and state requirements