Seasonal Tax Pro & Client Advisor

H&R Block; Gig Harbor (WA); On-site; USD 24,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Tacoma, WA. You will prepare accurate returns for individuals and businesses, interview clients to understand their financials, and offer personalized recommendations.

The role emphasizes building trusted client relationships with empathy and leveraging H&R Block products. This in-person position at a local H&R Block office includes coaching, strong training, and a pathway to grow in tax and financial services while

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet continuing education and IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a positive client-focused office environment.

Skills

Tax knowledge

Tax preparation

Client-facing

Communication

Education

High school diploma / GED

Bachelor’s degree

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Tacoma, WA. You will prepare accurate returns for individuals and businesses, interview clients to understand their financials, and offer personalized recommendations.

The role emphasizes building trusted client relationships with empathy and leveraging H&R Block products. This in-person position at a local H&R Block office includes coaching, strong training, and a pathway to grow in tax and financial services while