Seasonal Tax Pro: Client Advisory & Complex Returns

H&R Block, Inc.; Streetsboro (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare returns, and uncover savings opportunities in person at a local tax office.

You will interview clients, deliver personalized recommendations, and collaborate with team while enjoying competitive hourly pay and an incentive plan that rewards your impact.

This role provides training and the chance to grow in tax and financial services.

Qualifications

• Successful completion of the HR 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 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

Client interviewing

Tax knowledge

Communication

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare returns, and uncover savings opportunities in person at a local tax office.

You will interview clients, deliver personalized recommendations, and collaborate with team while enjoying competitive hourly pay and an incentive plan that rewards your impact.

This role provides training and the chance to grow in tax and financial services.