Seasonal Tax Pro & Client Advisor

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

Job summary

H&R Block seeks an Experienced Tax Professional for an in-person, seasonal role at a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations.

The role rewards accuracy with competitive pay and an incentive plan. Ongoing training, in-office collaboration, and opportunities to grow in tax and financial services are highlighted in the posting.

Qualifications

• Completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication skills.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Communication

Client facing

Education

High school diploma or GED

Bachelor's degree

CPA or EA

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block seeks an Experienced Tax Professional for an in-person, seasonal role at a local tax office. You will prepare complete and accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations.

The role rewards accuracy with competitive pay and an incentive plan. Ongoing training, in-office collaboration, and opportunities to grow in tax and financial services are highlighted in the posting.