Experienced Tax Professional

About the Role

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships—backed by industry‑leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact. The role is in‑person at a local H&R Block tax office.

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.

Required 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, with 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.

Preferred Qualifications

• Bachelor’s degree in accounting, finance or a related field.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• CPA, Enrolled Agent (EA), or other IRS Circular 230 credential.
• Experience completing complex returns, tax planning, audit support, or tax notice resolution.
• Familiarity with GoSystem or UltraTax software.
• Familiarity with AI‑powered tools (e.g., Microsoft Copilot, ChatGPT).
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services).

Benefits

• Competitive hourly pay with an incentive plan.
• Comprehensive benefits package.
• Support for well‑being and work‑life balance.
• Opportunities for continuous learning and career growth within a high‑performing, connected culture.

Pay

The position offers a competitive hourly rate plus an incentive plan that rewards performance.