Seasonal Tax Pro: Client Advisor & Returns Specialist

H&R Block, Inc.; Daleville (VA); On-site; USD 18,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will deliver personalized recommendations and build lasting client relationships using industry-leading training and technology, with an incentive plan based on impact.

This in-person role is located at a local H&R Block tax office, emphasizing a client-focused environment and collaboration with teammates to ensure excellent

Qualifications

• Minimum 1 year of experience in tax preparation or related field
• Successful completion of the H&R Block Tax Knowledge Assessment
• Client-facing or advisory experience in a professional setting
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations 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 positive, client-focused office environment

Skills

Client-facing experience

Verbal and written communication

Tax knowledge

Interviewing clients

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultrasoft/Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will deliver personalized recommendations and build lasting client relationships using industry-leading training and technology, with an incentive plan based on impact.

This in-person role is located at a local H&R Block tax office, emphasizing a client-focused environment and collaboration with teammates to ensure excellent