Seasonal Tax Pro & Advisor - Client Savings

H&R Block, Inc.; Cambridge (OH); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional to join our local tax office for the seasonal period.

You will prepare accurate returns for individuals and small businesses, interview clients to understand their tax situation, and identify potential savings opportunities while delivering friendly, consultative service. You’ll work with our trusted training and technology to navigate complex rules, provide IRS support when needed, and build lasting client relationships in a supportive,

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-facing experience

Verbal and written communication

IRS/state requirements knowledge

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional to join our local tax office for the seasonal period.

You will prepare accurate returns for individuals and small businesses, interview clients to understand their tax situation, and identify potential savings opportunities while delivering friendly, consultative service. You’ll work with our trusted training and technology to navigate complex rules, provide IRS support when needed, and build lasting client relationships in a supportive,