Seasonal Tax Advisor | Client-Focused Tax Prep & Savings

H&R Block, Inc.; Irwin (Westmoreland County); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, including individuals and businesses. You will interview clients to understand finances and offer clear, personalized recommendations, building lasting relationships while highlighting savings opportunities and proper product options.

You'll provide IRS support and audit guidance as needed, collaborating with teammates to maintain a client-focused office environment and

Qualifications

• Minimum 1 year of tax preparation experience.
• Successful completion of the Tax Knowledge Assessment.
• Strong client-facing communication and IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand finances and implications, then provide recommendations.
• Build trusted relationships by delivering empathetic service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Skills

Client interviews

Advisory communication

Tax prep experience

Education

Bachelor's degree in accounting

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, including individuals and businesses. You will interview clients to understand finances and offer clear, personalized recommendations, building lasting relationships while highlighting savings opportunities and proper product options.

You'll provide IRS support and audit guidance as needed, collaborating with teammates to maintain a client-focused office environment and