Seasonal Tax Pro & Client Advisory Expert

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns, conduct client interviews, and identify tax savings opportunities using our training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services while building lasting client relationships in a local tax office.

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 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

Communication skills

Client-facing experience

Tax advisory mindset

Education

High school diploma/GED

Bachelor’s degree in accounting/finance or related

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns, conduct client interviews, and identify tax savings opportunities using our training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services while building lasting client relationships in a local tax office.