Seasonal Tax Pro: Client Advisor & Savings Expert

H&R Block, Inc.

Wheeling (WV)

On-site

USD 21,000 - 34,000

Part time

14 days+

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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.