Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block; Valley (AL); On-site; USD 36,000 - 52,000; Full time

Job summary

H&R Block seeks a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to uncover financial and tax implications, and deliver personalized recommendations with a consultative, empathetic approach.

You will build trusted client relationships, identify savings opportunities, and work with advanced training and technology. Roles are in-person at a local H&R Block office, with competitive hourly pay and incentives based on impact.

Qualifications

• Successful completion of the H&R 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 skills, including explaining tax concepts clearly
• Must complete continuing education and meet IRS and state requirements
• High school diploma / GED / equivalent required

Responsibilities

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

Skills

Communication skills

Client-focused

Interviewing clients

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

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 accurate returns for individuals and businesses, interview clients to uncover financial and tax implications, and deliver personalized recommendations with a consultative, empathetic approach.

You will build trusted client relationships, identify savings opportunities, and work with advanced training and technology. Roles are in-person at a local H&R Block office, with competitive hourly pay and incentives based on impact.