Seasonal Tax Advisor for Complex Returns & Client Wins

H&R Block; Everett (WA); On-site; USD 29,000 - 110,000; Full time

Job summary

H&R Block in Everett, WA is seeking an Experienced Tax Professional for the busy tax season. This in-person role focuses on preparing complete, accurate tax returns for individuals and businesses, interviewing clients to understand finances, and offering personalized recommendations.

You will build trusted client relationships, provide IRS support and audit guidance as needed, and collaborate with a collegial team in a client-focused office.

Qualifications

• Required: 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Must complete continuing education and meet IRS/state requirements
• Strong verbal and written communication skills in client-friendly language
• Successful completion of the H&R Block Tax Knowledge Assessment

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Build trusted client relationships with empathetic, consultative service
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Client-facing communication

Interviewing clients

Tax concepts

Consultative service

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Everett, WA is seeking an Experienced Tax Professional for the busy tax season. This in-person role focuses on preparing complete, accurate tax returns for individuals and businesses, interviewing clients to understand finances, and offering personalized recommendations.

You will build trusted client relationships, provide IRS support and audit guidance as needed, and collaborate with a collegial team in a client-focused office.