Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Woodinville (WA); On-site; USD 4,800 - 8,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office. You will interview clients, uncover savings opportunities, and deliver empathetic, consultative service while building lasting relationships.

The role requires strong tax knowledge, client-facing experience, and the ability to explain complex concepts clearly; continuing education and compliance with IRS/state requirements are essential.

Qualifications

• Complete HR Block Tax Knowledge Assessment.
• 1+ year in tax prep, accounting, finance, or bookkeeping.
• Experience in a client-facing, advisory role.
• Strong communication and ability to explain tax concepts clearly.
• Meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Identify tax savings opportunities and cross-sell HR Block products.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office.

Skills

Client-facing communication

Tax knowledge

Interviewing clients

IRS guidance

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

CPA/EA or IRS Circular 230 credential (preferred)

Tools

GoSystem

Ultratax

AI tools (ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office. You will interview clients, uncover savings opportunities, and deliver empathetic, consultative service while building lasting relationships.

The role requires strong tax knowledge, client-facing experience, and the ability to explain complex concepts clearly; continuing education and compliance with IRS/state requirements are essential.