Seasonal Tax Pro: Trusted Advisor & Client Savings

H&R Block; Forsyth (GA); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, conduct in-depth client interviews, and identify tax-saving opportunities—supported by industry-leading training and technology.

This in-person role at a local H&R Block office emphasizes clear, client-focused guidance and a collaborative team environment.

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

Verbal communication

Written communication

Client facing

Education

Bachelor's degree in accounting or finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, conduct in-depth client interviews, and identify tax-saving opportunities—supported by industry-leading training and technology.

This in-person role at a local H&R Block office emphasizes clear, client-focused guidance and a collaborative team environment.