Seasonal Tax Pro & Client Advisor

H&R Block, Inc.

Lynnwood (WA)

On-site

USD 48,216,000 - 137,760,000

Full time

14 days+
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Benefits offered by this job

Incentive plan
Competitive pay
Comprehensive benefits
401(k) plan

Job summary

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional in Lynnwood, WA to prepare accurate tax returns for individuals and businesses and to advise clients on opportunities to save.

You’ll interview clients, deliver clear recommendations, and build lasting relationships with support from Block’s training and technology. The role emphasizes client service, IRS guidance, and collaboration within a local office.

Qualifications

  • Minimum 1 year of tax preparation or related experience.
  • Experience in client-facing, consultative roles.
  • Must meet IRS/state CE requirements and complete education.

Responsibilities

  • Prepare complete federal and state tax returns for individuals and businesses.
  • Conduct client interviews to understand financial situations and provide recommendations.
  • Identify tax savings opportunities and promote Block products.
  • Provide IRS support and audit guidance as needed.
  • Collaborate with team to maintain a positive client-focused office environment.

Skills

Tax knowledge
Client communication
Interviewing clients
IRS guidance

Education

High school diploma / GED
Bachelor's degree in accounting
CPA or Enrolled Agent

Tools

GoSystem
Ultratax
AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional in Lynnwood, WA to prepare accurate tax returns for individuals and businesses and to advise clients on opportunities to save.

You’ll interview clients, deliver clear recommendations, and build lasting relationships with support from Block’s training and technology. The role emphasizes client service, IRS guidance, and collaboration within a local office.

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