Seasonal Tax Pro & Client Advisor

H&R Block; Fostoria (OH); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local office. You will prepare complete and accurate tax returns for individuals and small businesses, conduct client interviews to understand financial situations, and provide personalized recommendations that maximize refunds or minimize liabilities.

You will build trusted client relationships, deliver empathetic service, provide IRS support as needed, and collaborate with team members in a positive,

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication skills, able to explain 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 tax situations
• Conduct in-depth client interviews to understand financial situations and life changes
• Provide clear, personalized recommendations and tax savings opportunities
• Build trusted client relationships with empathetic, consultative service
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and maintain a positive, client-focused office environment

Skills

Tax knowledge

Client interviewing

Communication

IRS requirements

Client service

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA / EA credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local office. You will prepare complete and accurate tax returns for individuals and small businesses, conduct client interviews to understand financial situations, and provide personalized recommendations that maximize refunds or minimize liabilities.

You will build trusted client relationships, deliver empathetic service, provide IRS support as needed, and collaborate with team members in a positive,