Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; St. Albans (WV); On-site; USD 18,000 - 30,000; Part time

Job summary

H&R Block, Inc. in West Virginia seeks a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients on tax implications. You will conduct client interviews, uncover savings opportunities, and deliver consultative service, backed by training and technology.

The role emphasizes in-person client interactions at a local H&R Block tax office, with an incentive plan tied to impact and productivity.

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment or enroll in the required training.
• Minimum 1 year of tax preparation or related experience including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong communication skills to explain tax concepts clearly.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand finances and tax implications, then offer clear recommendations.
• Build trusted client relationships and identify potential tax savings and product opportunities.
• Provide IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax preparation

Client communication

IRS knowledge

Attention to detail

Adaptability

Education

High school diploma/GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. in West Virginia seeks a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients on tax implications. You will conduct client interviews, uncover savings opportunities, and deliver consultative service, backed by training and technology.

The role emphasizes in-person client interactions at a local H&R Block tax office, with an incentive plan tied to impact and productivity.