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Experienced Tax Professional (Reform)

H&R Block

Reform, ALSeasonalSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Reform, AL
Schedule
Seasonal
Work Authorization
Not specified

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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

RequiredNice to have

Skills

Tax PreparationAccountingFinanceBookkeepingIndividual Tax ReturnsBusiness Tax ReturnsClient-Facing ConsultingCommunicationTax Concept ExplanationComplex Tax ReturnsTax PlanningAudit SupportTax Notice ResolutionGoSystemUltraTaxMicrosoft CopilotChatGPTFinancial AdvisingInsuranceProfessional Services

Qualifications

Tax Knowledge Assessment 11 Year Tax or Related ExperienceContinuing EducationIRS and State RequirementsHigh School Diploma or EquivalentBachelor's in Accounting, Finance or Related5+ Years Tax or Related ExperienceCPA or Enrolled Agent or Other Circular 230 Credential

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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