Seasonal Tax Advisor: Complex Returns & Client Care

H&R Block; University Place (WA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block in Washington is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear, personalized recommendations.

You’ll build trusted client relationships and identify tax savings opportunities, supported by training and technology, with a

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, with ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/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

Communication skills

Client-facing experience

Interviewing skills

Education

High school diploma / GED

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

AI tools (Copilot / ChatGPT)

Job description

H&R Block in Washington is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear, personalized recommendations.

You’ll build trusted client relationships and identify tax savings opportunities, supported by training and technology, with a