Seasonal Tax Expert: Complex Returns & Client Advisory

H&R Block, Inc.; North Ridgeville (OH); On-site; USD 25,000 - 44,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to join a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, interviewing clients to uncover financial details and tax implications, then offer personalized recommendations and savings opportunities.

You will provide IRS support, address notices, and guide clients through audits as needed, while collaborating with teammates to sustain a positive, client-focused environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; explains tax concepts clearly.
• Complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand finances and tax implications.
• Provide personalized recommendations and potential tax savings.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office environment.

Skills

Client-facing

Tax knowledge

Communication skills

Continued education

Team collaboration

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

UltrasTax

Job description

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to join a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, interviewing clients to uncover financial details and tax implications, then offer personalized recommendations and savings opportunities.

You will provide IRS support, address notices, and guide clients through audits as needed, while collaborating with teammates to sustain a positive, client-focused environment.