Experienced Tax Professional

H&R Block, Inc.; Weston (WV); Sur place; USD 2 755 000 - 4 822 000; Plein temps

Résumé du poste

H&R Block is hiring a Seasonal Experienced Tax Professional to work in-person at a local tax office in West Virginia. You will prepare complex returns, interview clients, and offer personalized tax advice while supporting tax-saving opportunities and product recommendations.

Join a team that emphasizes training, client service, and compliance with IRS/state requirements. This role provides competitive hourly pay and growth in tax and financial services.

Qualifications

• High school diploma or equivalent; continuing education required.
• Experience in tax preparation and client-facing advisory role.
• Must complete required IRS/state training and certifications.

Responsabilités

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand finances and tax implications.
• Identify tax savings opportunities and explain recommendations.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with the team to maintain a positive client experience.

Connaissances

Client communication

Tax knowledge

Interviews & interviewing

IRS/state compliance

Advisor/consultative

GoSystem

Ultratax

Copilot/ChatGPT familiarity

Formation

High school diploma

Bachelor’s degree in accounting/related field

Outils

GoSystem

Ultratax

Copilot/ChatGPT

Description du poste

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'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 H&R 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 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 Assessment1
• 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

• Bachelor’s 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)

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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