Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Whiting (NJ); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

(virtual) fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and maximize savings through expert preparation and advisory support. This in-person role at a local H&R Block tax office emphasizes client service and accurate returns.

You will conduct in-depth interviews, deliver personalized recommendations, and help clients navigate IRS notices while collaborating with a supportive team and leveraging our training and technology to grow your tax

Qualifications

• Complete the H&R Block Tax Knowledge Assessment.
• 1+ year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; explain tax concepts clearly.
• Must meet IRS/state continuing education and requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess finances and tax implications.
• Provide personalized recommendations and identify savings opportunities.
• Offer IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive office environment.

Skills

Client communication

Tax terminology explanation

Attention to detail

Time management

IRS/state requirements knowledge

Education

High School Diploma or GED

CPA / Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Copilot / ChatGPT (AI tools)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and maximize savings through expert preparation and advisory support. This in-person role at a local H&R Block tax office emphasizes client service and accurate returns.

You will conduct in-depth interviews, deliver personalized recommendations, and help clients navigate IRS notices while collaborating with a supportive team and leveraging our training and technology to grow your tax