Seasonal Tax Pro: Prepare Returns & Advise Clients

H&R Block, Inc.; Cayce (SC); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block in-person seasonal Experienced Tax Professional role at a local tax office offers the chance to prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and advise on savings opportunities using leading training and technology.

You will build lasting client relationships, deliver consultative service, and provide IRS support and audit guidance as needed while working in a collaborative team-focused environment with a

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in client-facing, consultative, or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent required.
• Successful completion of the H&R Block Tax Knowledge Assessment

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 preparation

Client communication

Interviewing clients

Attention to detail

IRS rules understanding

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

Job description

H&R Block in-person seasonal Experienced Tax Professional role at a local tax office offers the chance to prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and advise on savings opportunities using leading training and technology.

You will build lasting client relationships, deliver consultative service, and provide IRS support and audit guidance as needed while working in a collaborative team-focused environment with a