Seasonal Tax Expert: Returns & Client Advisory

H&R Block; Marion (VA); On-site; USD 18,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex returns, conduct interviews, and provide personalized recommendations, supported by industry-leading training and technology. The role is in-person at a local H&R Block tax office and offers an incentive plan tied to impact while you build tax expertise.

This position emphasizes client service, opportunities to maximize tax savings, and collaboration with a supportive, client-focused team as you deliver

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining 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 situations
• Conduct in-depth client interviews to understand financial life changes and tax implications
• Build trusting client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a positive office environment

Skills

Client interviewing

Communication skills

IRS tax concepts explanation

Attention to detail

Education

High school diploma or GED

Bachelor's degree in accounting, finance, or related field

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex returns, conduct interviews, and provide personalized recommendations, supported by industry-leading training and technology. The role is in-person at a local H&R Block tax office and offers an incentive plan tied to impact while you build tax expertise.

This position emphasizes client service, opportunities to maximize tax savings, and collaboration with a supportive, client-focused team as you deliver