Seasonal Tax Pro: Client Advisor & Returns Expert

H&R Block; Inwood (WV); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block in West Virginia is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns for individuals and businesses, and uncover savings opportunities using industry-leading training and technology. This role is in-person at a local H&R Block tax office.

You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear, personalized recommendations, build

Qualifications

• High school diploma or equivalent required.
• Successful completion of the H&R Block Tax Knowledge Assessment
• Must complete continuing education and meet IRS/state requirements
• Experience in tax preparation and client-facing roles

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

Tax knowledge

Client communication

IRS rules

Consultative approach

Education

Bachelor's degree in accounting or finance

5+ years tax experience

CPA/EA credential

GoSystem/Ultratax

AI tools awareness

Consultative experience

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in West Virginia is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns for individuals and businesses, and uncover savings opportunities using industry-leading training and technology. This role is in-person at a local H&R Block tax office.

You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear, personalized recommendations, build