Seasonal Tax Pro: Client Advisor & Returns Specialist

H&R Block, Inc.; Virginia Beach (VA); On-site; USD 17,000 - 110,000; Full time

Job summary

H&R Block, Inc. in Virginia Beach is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, interview clients, and offer personalized tax savings guidance in a busy local office.

The role emphasizes client advisory skills, training and technology support, and growth opportunities within tax and financial services. In-person work at a local H&R Block tax office with an incentive plan based on performance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication skills; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma, GED, or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Assist with IRS notices, audits, and related guidance.
• Collaborate with team members and maintain a positive client-focused office environment.

Skills

Tax knowledge

Client communication

Interviewing clients

IRS rules knowledge

Education

Bachelor's degree

CPA/EA credential

Tools

GoSystem

Ultratax

Copilot/ChatGPT familiarity

Job description

H&R Block, Inc. in Virginia Beach is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, interview clients, and offer personalized tax savings guidance in a busy local office.

The role emphasizes client advisory skills, training and technology support, and growth opportunities within tax and financial services. In-person work at a local H&R Block tax office with an incentive plan based on performance.