Seasonal Tax Pro: Trusted Advisor & Incentives

H&R Block; Brookneal (VA); On-site; USD 18,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Training and technology

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and identify savings opportunities using our training and technology.

This in-person role at a local tax office emphasizes client service and collaboration with a supportive team. The position offers competitive pay, an incentive plan, and opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication skills for client explanations.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Build trusted client relationships with empathetic, consultative service.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office.

Skills

Tax Knowledge Assessment

Tax preparation experience

Client-facing experience

Communication skills

Continuing education

High school diploma

Education

Bachelor’s degree in accounting/finance

5+ years tax related experience

CPA or EA qualification

Tools

GoSystem

Ultratax

Microsoft Copilot/ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and identify savings opportunities using our training and technology.

This in-person role at a local tax office emphasizes client service and collaboration with a supportive team. The position offers competitive pay, an incentive plan, and opportunities to grow in tax and financial services.