Seasonal Tax Pro & Client Advisory Expert

H&R Block; Town of Bath (NY); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Medical coverage

Job summary

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

You will conduct client interviews, build trusted relationships, and provide IRS support as needed, backed by industry-leading training and technology. This in-person role offers a competitive hourly rate and incentive plan to reward impact as you grow in tax expertise.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing, consultative roles.
• Strong verbal and written communication skills; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Build trusted client relationships and identify tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client interviewing

Communication

IRS guidance

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

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

You will conduct client interviews, build trusted relationships, and provide IRS support as needed, backed by industry-leading training and technology. This in-person role offers a competitive hourly rate and incentive plan to reward impact as you grow in tax expertise.