Seasonal Tax Pro: Returns Expert & Incentives

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office in Alabama. You will conduct client interviews to understand financial situations, provide personalized recommendations, and identify tax savings opportunities using H&R Block tools and processes.

The role emphasizes delivering empathetic, consultative service, building lasting client relationships, and collaborating with the team to maintain a positive

Qualifications

• 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

Client-facing experience

Clear communication

IRS/state requirements knowledge

Interviewing clients

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools (Microsoft Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office in Alabama. You will conduct client interviews to understand financial situations, provide personalized recommendations, and identify tax savings opportunities using H&R Block tools and processes.

The role emphasizes delivering empathetic, consultative service, building lasting client relationships, and collaborating with the team to maintain a positive