Seasonal Tax Pro: Accurate Returns & Trusted Advice

H&R Block, Inc.; Napoleon (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in the United States is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities in a local tax office. You will build lasting client relationships and support clients through complex tax situations with guidance from training and technology.

You’ll work in a client-facing role, delivering clear recommendations, IRS support, and collaborative teamwork while maintaining compliance with IRS/state requirements.

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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable 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

Client advisory

Tax knowledge

Strong communication

Interviewing clients

IRS/state requirements knowledge

Client facing

Education

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block in the United States is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities in a local tax office. You will build lasting client relationships and support clients through complex tax situations with guidance from training and technology.

You’ll work in a client-facing role, delivering clear recommendations, IRS support, and collaborative teamwork while maintaining compliance with IRS/state requirements.