Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Montrose (Susquehanna County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare complete returns for individuals and businesses, interview clients to understand their finances, and provide personalized recommendations with confidence.

The position rewards accuracy, client service, and expertise through training and incentive opportunities. Qualified candidates have 1+ year of tax-related experience, strong communication, and ability to explain

Qualifications

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Ability to interview clients and provide clear, personalized recommendations.
• Know IRS and state requirements and complete continuing education.

Responsibilities

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

Skills

Tax preparation

Client interviewing

IRS/state knowledge

Communication skills

GoSystem/Ultratax

AI tools familiarity

Advisory experience

Education

High school diploma / GED

Bachelor's degree preferred

CPA/EA credential preferred

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare complete returns for individuals and businesses, interview clients to understand their finances, and provide personalized recommendations with confidence.

The position rewards accuracy, client service, and expertise through training and incentive opportunities. Qualified candidates have 1+ year of tax-related experience, strong communication, and ability to explain