Experienced Tax Preparer

H&R Block seeks an Experienced Tax Professional to deliver accurate, client-focused tax preparation services for individuals and small businesses. In this role, you will conduct detailed client interviews, prepare and review federal and state returns, identify credits and deductions, and clearly explain tax outcomes and options. You will stay current on IRS and state regulations through ongoing training and certifications, ensuring strict compliance and data accuracy. Working in a seasonal, team-oriented environment, you will help clients navigate complex tax situations while supporting office goals and promoting relevant financial services.

Responsibilities

• Prepare accurate individual and small business federal and state tax returns using H&R Block systems

• Conduct detailed client interviews to gather financial data and identify credits, deductions, and tax-saving opportunities

• Review prior-year returns for accuracy and potential adjustments or amended filings

• Ensure strict compliance with current IRS and state tax regulations, policies, and filing deadlines

• Explain complex tax concepts and results in clear, client-friendly language to build trust and retention

• Maintain thorough documentation and electronic records in accordance with company and regulatory standards

• Participate in ongoing tax training, certification, and updates on new tax laws and regulations

• Collaborate with office team members to manage workflow during peak season and support client service goals

• Promote additional H&R Block products and services when appropriate to support client financial needs

• Protect client confidentiality and handle sensitive financial information with integrity Required Skills

• Individual income tax preparation

• Small business tax preparation (Schedule C, partnerships)

• Tax research and IRS/state compliance

• Tax preparation software (e.g., Block

• Works, similar tools)

• Client interviewing and needs analysis

• Financial document review and reconciliation

• Knowledge of current IRS and state tax codes

• Electronic filing and tax documentation management

• Data accuracy and quality control

• Written and verbal client communication