Seasonal Tax Pro: Returns, Savings & Advisory

H&R Block, Inc.; Suwanee (GA); On-site; USD 25,000 - 40,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations while seeking tax-saving opportunities.

You’ll provide IRS support and audit guidance as needed, working with a supportive, client-focused team.

Qualifications

• Successful completion of required HR Block qualifying assessments.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must meet IRS/state requirements and complete continuing education.
• High school diploma or equivalent.

Responsibilities

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

Skills

Client communication

Interviewing

Tax knowledge

IRS rules

Education

High school diploma

Bachelor's degree

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations while seeking tax-saving opportunities.

You’ll provide IRS support and audit guidance as needed, working with a supportive, client-focused team.