Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Muncy (Lycoming County); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to join a local tax office. You will prepare complete, accurate tax returns for clients with diverse situations and conduct in-depth client interviews to tailor guidance and recommendations.

This role emphasizes building trusted relationships and delivering tax savings opportunities. You will provide IRS support and audit guidance as needed, collaborating with a team to maintain a positive, client-focused environment.

Qualifications

• 1 year of tax preparation, accounting, finance, or bookkeeping experience including individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

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

Skills

Client-facing

Communication skills

Consultative/advisory

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltrasTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to join a local tax office. You will prepare complete, accurate tax returns for clients with diverse situations and conduct in-depth client interviews to tailor guidance and recommendations.

This role emphasizes building trusted relationships and delivering tax savings opportunities. You will provide IRS support and audit guidance as needed, collaborating with a team to maintain a positive, client-focused environment.