Seasonal Tax Advisor: Client Savings & Returns

H&R Block; Waverly (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate tax returns for individuals and businesses, interview clients to tailor recommendations, and build lasting relationships with a focus on tax savings opportunities.

Role emphasizes in-person service at a local tax office with training, competitive hourly pay, and an incentive plan to reward impact as you grow tax expertise and serve clients.

Qualifications

• 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.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent required.

Responsibilities

• 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.

Skills

Tax knowledge

Client interview

Communication

Attention to detail

Seasonal work

Education

Bachelor’s degree in accounting

CPA or EA credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate tax returns for individuals and businesses, interview clients to tailor recommendations, and build lasting relationships with a focus on tax savings opportunities.

Role emphasizes in-person service at a local tax office with training, competitive hourly pay, and an incentive plan to reward impact as you grow tax expertise and serve clients.