Seasonal Tax Pro: Client Advisor & Savings Expert

H&R Block, Inc.

Wheeling (WV)

On-site

USD 21,000 - 34,000

Part time

14 days+
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses. You will conduct detailed client interviews, understand financial changes, and offer personalized recommendations while building trusted relationships.

Join a team that delivers empathetic, consultative service and identifies opportunities to utilize H&R Block products.

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
  • Experience in a client-facing, consultative, or advisory role.
  • Strong verbal and written communication skills; ability to explain tax concepts clearly.
  • Must complete continuing education and meet IRS/state requirements.
  • High school diploma or equivalent required.

Responsibilities

  • Prepare complete, accurate tax returns for clients with complex situations (individuals and businesses).
  • Conduct in-depth client interviews to understand finances and tax implications; provide personalized recommendations.
  • Identify tax savings opportunities and promote relevant H&R Block products.
  • Provide IRS support, tax notices, and audit guidance as needed.
  • Collaborate with team and contribute to a client-focused office environment.

Skills

Tax knowledge
Client-facing
Communication

Education

High school diploma
Bachelor's degree

Tools

GoSystem
Ultratax
AI-powered tools

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses. You will conduct detailed client interviews, understand financial changes, and offer personalized recommendations while building trusted relationships.

Join a team that delivers empathetic, consultative service and identifies opportunities to utilize H&R Block products.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Seasonal Tax Pro: Client Advisor & Savings Expert
Seasonal Tax Pro: Client Advisor & Savings Expert

H&R Block • Eagle Pass (TX)

On-site
USD 28,000 - 41,000
Competitive pay
Benefits
In-person office
Seasonal Tax Pro: Client Advisory & Savings Expert
Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block, Inc. • Marshall (AR)

On-site
USD 25,000 - 39,000
Seasonal Tax Pro: Client Advisor & Savings Expert
Seasonal Tax Pro: Client Advisor & Savings Expert

H&R Block, Inc. • Carrollton (KY)

On-site
USD 28,000 - 39,000
Seasonal Tax Pro: Client Advisor & Savings Expert
Seasonal Tax Pro: Client Advisor & Savings Expert

H&R Block, Inc. • Brewton (AL)

On-site
USD 28,000 - 41,000
Seasonal Tax Advisor: Expert Prep & Savings
Seasonal Tax Advisor: Expert Prep & Savings

H&R Block, Inc. • Anniston (AL)

On-site
USD 30,000 - 39,000
Seasonal Tax Pro & Client Advisor
Seasonal Tax Pro & Client Advisor

H&R Block, Inc. • Mobile (AL)

On-site
USD 30,000 - 50,000
Competitive pay
Incentive plan
Training & technology
Seasonal Tax Pro: Trusted Advisor & Client Savings
Seasonal Tax Pro: Trusted Advisor & Client Savings

H&R Block • Forsyth (GA)

On-site
USD 28,000 - 41,000
Seasonal Tax Pro & Client Advisor
Seasonal Tax Pro & Client Advisor

H&R Block • Coraopolis

On-site
USD 21,000 - 34,000
Seasonal Tax Pro: Trusted Advisor & Saver
Seasonal Tax Pro: Trusted Advisor & Saver

H&R Block • Dickson (TN)

On-site
USD 25,000 - 39,000
Seasonal Tax Pro & Client Advisor
Seasonal Tax Pro & Client Advisor

H&R Block • Castlewood (VA)

On-site
USD 27,000 - 166,000
Competitive pay
Benefits
401(k) plan