Experienced Tax Preparer

H&R Block seeks an Experienced Tax Professional to deliver accurate, compliant tax preparation and exceptional client service. In this role, you will prepare federal and state returns for individuals and small businesses, analyze documents to maximize legitimate deductions and credits, and advise clients on tax implications and basic financial decisions. You'll perform thorough client interviews, maintain secure records, and use H&R Block's software and digital tools. Working in a client-focused, integrity-driven culture, you'll receive extensive training, seasonal and ongoing opportunities, and a clear path to deepen your expertise in tax and compliance.

Responsibilities

• Prepare accurate federal and state individual and small business tax returns

• Conduct client interviews to gather financial and tax-related information

• Analyze tax documents to identify credits, deductions, and planning opportunities

• Ensure compliance with current IRS regulations and tax laws

• Review returns for accuracy, completeness, and risk issues

• Advise clients on tax implications and basic financial decisions

• Maintain detailed and secure client records and documentation

• Collaborate with team members during peak tax season

• Use H&R Block tax preparation software and digital tools effectively

• Participate in ongoing training to stay current on changing tax laws Required Skills

• Individual income tax preparation

• Small business and Schedule C taxation

• Tax research and interpretation of IRS regulations

• Use of professional tax preparation software

• Review and quality control of tax returns

• Client interviewing and needs assessment

• Data entry accuracy and document management

• Knowledge of deductions, credits, and filing statuses

• Understanding of state and local tax rules

• Basic financial planning and advisory skills