Seasonal Tax Pro: Client Advisory and Returns Expert

H&R Block, Inc.; Belle Vernon (Fayette County); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax scenarios in Belle Vernon.

You will prepare accurate returns for individuals and small businesses, conduct client interviews, and identify tax savings opportunities with the support of training and technology. The role emphasizes building trusted relationships through empathetic service, delivering clear explanations, and providing IRS notice assistance when needed.

Qualifications

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

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

Verbal communication

Written communication

Client facing

Interviewing clients

Tax knowledge

Education

Bachelor’s degree in accounting/finance/related

High school diploma or GED

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax scenarios in Belle Vernon.

You will prepare accurate returns for individuals and small businesses, conduct client interviews, and identify tax savings opportunities with the support of training and technology. The role emphasizes building trusted relationships through empathetic service, delivering clear explanations, and providing IRS notice assistance when needed.