Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Town of Warrensburg (NY); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Career growth support

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in New York to help clients navigate complex tax situations.

You'll prepare accurate returns, identify savings opportunities, and build lasting relationships, supported by training, technology, and a competitive hourly rate with an incentive plan. This in-person role at a local H&R Block tax office emphasizes client-focused service, clear tax guidance, and collaboration with a team to deliver quality outcomes while expanding your

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Communication

Client-facing

IRS knowledge

Tax planning

Education

Bachelor's degree in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in New York to help clients navigate complex tax situations.

You'll prepare accurate returns, identify savings opportunities, and build lasting relationships, supported by training, technology, and a competitive hourly rate with an incentive plan. This in-person role at a local H&R Block tax office emphasizes client-focused service, clear tax guidance, and collaboration with a team to deliver quality outcomes while expanding your