
Experienced Tax Professional (Reform)
Reform, ALSeasonalSeen todaySeen in employer's feed today
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Job overview
As a seasonal Experienced Tax Professional at H&R Block, the role helps clients navigate complex tax situations by preparing accurate individual and business returns, identifying savings opportunities, and building client relationships. The position is in person at a local tax office and includes client interviews, personalized recommendations, IRS support, and audit guidance. Candidates must complete the Tax Knowledge Assessment 1 and meet continuing education and applicable IRS and state requirements.
Skills & qualifications
Skills
Qualifications
Full job description
As a seasonal Experienced Tax Professional at HandR Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to 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 as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local HandR Block tax office. - 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 HandR 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 HandR Block Tax Knowledge Assessment 1 - 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 Preferred Qualifications - Bachelors degree in accounting, finance or a related field - 5+ years of experience in tax preparation, accounting, finance, bookkeeping - CPA or 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) ##
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