Seasonal Tax Specialist - Expert Returns & Client Advisory

H&R Block, Inc.; Byram (MS); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare accurate returns and uncover savings opportunities for clients in a local Mississippi office. You will build trusted relationships and deliver empathetic, consultative service with strong tax knowledge and training.

The role emphasizes in-person client interviews, complex tax situations, and collaboration with a team to provide comprehensive tax advice and support.

Qualifications

• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative, or advisory role
• Must complete continuing education and meet IRS and state requirements

Responsibilities

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

Skills

Tax knowledge

Client communication

Attention to detail

IRS rules knowledge

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare accurate returns and uncover savings opportunities for clients in a local Mississippi office. You will build trusted relationships and deliver empathetic, consultative service with strong tax knowledge and training.

The role emphasizes in-person client interviews, complex tax situations, and collaboration with a team to provide comprehensive tax advice and support.