Seasonal Tax Pro — Trusted Client Advisor

H&R Block, Inc.; Alexander City (AL); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns, and uncover savings opportunities.

This in-person role at a local H&R Block tax office emphasizes client interviewing, personalized recommendations, IRS support, and audit guidance as needed.

You will collaborate with a team in a supportive, client-focused environment and earn a competitive hourly rate with an incentive plan based on impact.

Qualifications

• Must have completed H&R Block Tax Knowledge Assessment or equivalent.
• Minimum 1 year of tax preparation experience, including individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong written and verbal communication; explain tax concepts clearly.

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 and tax implications, then provide personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client-facing

Communication skills

Interviewing

Tax knowledge

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

CPA or Enrolled Agent (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns, and uncover savings opportunities.

This in-person role at a local H&R Block tax office emphasizes client interviewing, personalized recommendations, IRS support, and audit guidance as needed.

You will collaborate with a team in a supportive, client-focused environment and earn a competitive hourly rate with an incentive plan based on impact.