Seasonal Tax Pro: Client Advisory & Prep

H&R Block; Findlay (OH); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

401(k) plan

Associate discount program

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, interview clients for tailored guidance, and build lasting relationships. You’ll leverage industry training and technology, with a competitive hourly rate and incentive plan to reward impact as you develop tax expertise.

This role is in-person at a local H&R Block tax office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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
• 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 knowledge

Client interviewing

Communication skills

IRS requirements

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, interview clients for tailored guidance, and build lasting relationships. You’ll leverage industry training and technology, with a competitive hourly rate and incentive plan to reward impact as you develop tax expertise.

This role is in-person at a local H&R Block tax office.