Seasonal Tax Advisor - In-Office & Client-Focused

H&R Block, Inc.; Monaca (Beaver County); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities for clients. You will conduct client interviews to understand financial situations and offer clear, personalized tax guidance in a local office setting.

This in-person role emphasizes building trusted client relationships, delivering empathetic service, and leveraging Block training and technology to navigate complex tax scenarios.

Qualifications

• Must complete continuing education and meet IRS/state requirements.
• Experience in client-facing advisory roles is required.
• Experience with individual and business tax returns is expected.

Responsibilities

• Prepare complete, accurate tax returns for diverse situations.
• Conduct in-depth client interviews to assess financial life changes and implications.
• Provide clear, personalized tax-saving recommendations.
• Offer IRS support, notice handling, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Tax preparation

Client interviews

Communication

IRS guidance

Education

High school diploma/GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities for clients. You will conduct client interviews to understand financial situations and offer clear, personalized tax guidance in a local office setting.

This in-person role emphasizes building trusted client relationships, delivering empathetic service, and leveraging Block training and technology to navigate complex tax scenarios.