Seasonal Tax Pro & Client Advisor (In-Person)

H&R Block, Inc.; Shelton (WA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. The role emphasizes building trusted client relationships and offering tax-saving opportunities using GoSystem/Ultratax and AI-assisted tools.

The position requires tax knowledge, experience in client-facing roles, and the ability to explain concepts clearly.

Qualifications

• Must complete H&R Block Tax Knowledge Assessment
• 1+ year of experience in tax preparation or related fields
• Experience in client-facing advisory role
• Strong verbal and written communication; explain tax concepts clearly
• Must meet IRS and state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations
• Conduct client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team and contribute to a client-focused office environment

Skills

Client-facing

Communication skills

Tax knowledge

Education

Bachelor’s degree in accounting/finance/related

High school diploma/GED

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. The role emphasizes building trusted client relationships and offering tax-saving opportunities using GoSystem/Ultratax and AI-assisted tools.

The position requires tax knowledge, experience in client-facing roles, and the ability to explain concepts clearly.