Seasonal Tax Pro & Advisor — Client Impact

H&R Block; Newport (VT); On-site; USD 41,318,000 - 229,233,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations. You will conduct in-depth client interviews, understand financial changes, and provide personalized recommendations to maximize savings while maintaining high client satisfaction.

This in-person role offers industry-leading training, a collaborative office environment, and opportunities to grow within tax and financial services while earning a competitive hourly

Qualifications

• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing advisory roles and preparing individual and business returns
• Ability to explain tax concepts in client-friendly language
• Must meet continuing education requirements and IRS/state rules

Responsibilities

• Prepare complete and accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to assess financial situations and implications
• Identify tax savings opportunities and introduce relevant H&R Block products
• Provide IRS notice support and audit guidance as needed
• Collaborate with team and maintain a positive client-focused office environment

Skills

Client interviewing

Consultative service

Clear tax explanations

Education

Bachelor's degree in accounting or related field

High school diploma or GED

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

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking an Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations. You will conduct in-depth client interviews, understand financial changes, and provide personalized recommendations to maximize savings while maintaining high client satisfaction.

This in-person role offers industry-leading training, a collaborative office environment, and opportunities to grow within tax and financial services while earning a competitive hourly