Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Highland Heights (OH); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block in Ohio is seeking a seasonal Experienced Tax Professional to guide clients through complex tax matters, prepare accurate returns, and uncover savings opportunities using our training and technology. This in-person role emphasizes client interviews, personalized recommendations, and building lasting relationships with clients.

The position requires at least 1 year of tax-related experience, strong communication skills, and compliance with IRS/state requirements; a high school diploma

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financials and tax implications, then provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and related H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge assessment

Client interviewing

Communication skills

IRS/State requirements

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block in Ohio is seeking a seasonal Experienced Tax Professional to guide clients through complex tax matters, prepare accurate returns, and uncover savings opportunities using our training and technology. This in-person role emphasizes client interviews, personalized recommendations, and building lasting relationships with clients.

The position requires at least 1 year of tax-related experience, strong communication skills, and compliance with IRS/state requirements; a high school diploma