Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Lake Ronkonkoma (NY); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Medical coverage and prescription drug

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Tax prep benefit

Job summary

H&R Block in New York is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand their financial situations, explain tax concepts in client-friendly language, and identify potential savings opportunities.

You will work in a local H&R Block tax office, collaborating with team members to provide empathetic, consultative service, and you may participate in incentive plans based on performance and impact.

Qualifications

• 1 year of tax preparation or related experience
• Strong client-facing communication
• Must complete continuing education and IRS/state requirements
• High school diploma or equivalent required

Responsibilities

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

Skills

Client-facing

Consultative

Advisory skills

Communication

Education

High school diploma or equivalent

Bachelor's degree in accounting, finance, or related field

Tools

GoSystem

Ultratax

Job description

H&R Block in New York is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand their financial situations, explain tax concepts in client-friendly language, and identify potential savings opportunities.

You will work in a local H&R Block tax office, collaborating with team members to provide empathetic, consultative service, and you may participate in incentive plans based on performance and impact.