Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block; Shenandoah (TX); On-site; USD 18,000 - 24,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, while conducting in-depth client interviews to tailor recommendations.

You will build trusted client relationships, deliver empathetic consultative service, and identify tax savings opportunities using H&R Block products. This in-person role offers an hourly rate, incentive plan, and training to grow tax expertise.

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

Clear communication

IRS requirements knowledge

High school diploma

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, while conducting in-depth client interviews to tailor recommendations.

You will build trusted client relationships, deliver empathetic consultative service, and identify tax savings opportunities using H&R Block products. This in-person role offers an hourly rate, incentive plan, and training to grow tax expertise.