Seasonal Tax Pro — Client Advisory & Impact

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

Job summary

H&R Block, Inc. is looking for a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local office. You will interview clients, identify savings opportunities, and deliver consultative service backed by strong training and technology.

The role emphasizes client relationships, adherence to IRS/state requirements, and potential for growth within tax and financial services. Competitive pay and an incentive plan accompany this opportunity.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notices, and audit guidance when needed.
• Collaborate with team members and contribute to a client-focused office.

Skills

Tax preparation

Client interviewing

Communication skills

IRS/state requirements

Consultative service

Education

High school diploma

Bachelor's degree (preferred)

CPA/EA (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is looking for a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local office. You will interview clients, identify savings opportunities, and deliver consultative service backed by strong training and technology.

The role emphasizes client relationships, adherence to IRS/state requirements, and potential for growth within tax and financial services. Competitive pay and an incentive plan accompany this opportunity.