Seasonal Tax Pro & Client Advisory Expert

H&R Block, Inc.; Monongahela (PA); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to assist clients with complex tax situations and prepare accurate returns. You will interview clients, identify savings opportunities, and provide clear recommendations in a collaborative, client-focused office.

The role emphasizes in-person service at a local H&R Block tax office, with industry-leading training and a competitive hourly rate and incentive plan.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• At least 1 year of tax preparation or related experience.
• Strong communication; explain tax concepts clearly to clients.
• High school diploma or equivalent; maintain continuing education as required.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Identify tax-saving opportunities and cross-sell Block products.
• Provide IRS support, tax notices, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office.

Skills

Communication

Client facing

Interviewing

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to assist clients with complex tax situations and prepare accurate returns. You will interview clients, identify savings opportunities, and provide clear recommendations in a collaborative, client-focused office.

The role emphasizes in-person service at a local H&R Block tax office, with industry-leading training and a competitive hourly rate and incentive plan.