Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Lexington (VA); On-site; USD 66,000 - 110,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

Training & development

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, discuss financial changes with clients, and deliver personalized recommendations.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise. You will build lasting relationships with clients while leveraging Block’s technology and support to ensure accurate,

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1.
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns.
• Experience in a client-facing or advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must meet continuing education and IRS/state requirements.
• High school diploma or GED required.

Responsibilities

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

Skills

Client communication

Verbal communication

Written communication

Consultative/advisory mindset

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, discuss financial changes with clients, and deliver personalized recommendations.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise. You will build lasting relationships with clients while leveraging Block’s technology and support to ensure accurate,