In-Person Seasonal Tax Pro: Advisory & Savings

H&R Block, Inc.; Windber (PA); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and to build lasting relationships.

You will interview clients, identify tax savings opportunities, and provide clear, personalized recommendations using Block's training and technology. The role is in-person at a local H&R Block tax office, offering competitive hourly pay and an incentive plan based on impact and expertise.

Qualifications

• Complete HR Block Tax Knowledge Assessment or equivalent.
• Minimum 1 year in tax prep, accounting, finance, or bookkeeping.
• Experience with individual and business returns.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS/state continuing education requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations.
• Provide personalized tax-saving recommendations and products.
• Offer IRS support and audit guidance as needed.
• Collaborate with teammates to maintain a client-focused office environment.

Skills

Tax knowledge

Client communication

Interviewing clients

IRS & state requirements

Continuing education

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA/EA (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations and to build lasting relationships.

You will interview clients, identify tax savings opportunities, and provide clear, personalized recommendations using Block's training and technology. The role is in-person at a local H&R Block tax office, offering competitive hourly pay and an incentive plan based on impact and expertise.