Seasonal Tax Pro & Client Advisory Expert

H&R Block, Inc.; Suffolk (VA); On-site; USD 18,000 - 110,000; Part time

Benefits offered by this job

Competitive pay

In-person role at local office

Job summary

H&R Block, Inc. in Suffolk, VA is seeking an Experienced Tax Professional to prepare complex returns and advise clients in person, delivering personalized tax planning and savings opportunities.

You will conduct client interviews, ensure accuracy, provide IRS support when needed, and collaborate with a team to maintain a high-quality, client-focused office environment. This seasonal role offers competitive pay and growth potential.

Qualifications

• 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
• Successful completion of the H&R Block Tax Knowledge Assessment
• High school diploma / GED / equivalent required
• Bachelor’s degree in accounting, finance or related field (preferred)
• CPA or Enrolled Agent (EA) or other IRS Circular 230 credential (preferred)

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

Tax knowledge

Client communication

IRS/state rules

Consultative advisory

IRS notices support

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

CPA/EA or IRS Circular 230 credential (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. in Suffolk, VA is seeking an Experienced Tax Professional to prepare complex returns and advise clients in person, delivering personalized tax planning and savings opportunities.

You will conduct client interviews, ensure accuracy, provide IRS support when needed, and collaborate with a team to maintain a high-quality, client-focused office environment. This seasonal role offers competitive pay and growth potential.