Seasonal Tax Pro: Client Advisory & Growth

H&R Block, Inc.; Sunnyside (WA); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships.

You will prepare accurate returns for individuals and businesses and provide clear, personalized recommendations during in-person client interviews at a local tax office. You will leverage industry-leading training and technology, with a competitive hourly rate and an incentive plan tied to your impact and growth in tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• 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

Tax preparation

Client-facing communication

Interviewing clients

IRS/state guidance knowledge

Team collaboration

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools familiarity

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships.

You will prepare accurate returns for individuals and businesses and provide clear, personalized recommendations during in-person client interviews at a local tax office. You will leverage industry-leading training and technology, with a competitive hourly rate and an incentive plan tied to your impact and growth in tax expertise.