Seasonal Tax Pro: Client Advisory & Prep Expert

H&R Block; Sedro-Woolley (WA); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You'll prepare accurate returns, uncover savings opportunities, and build lasting client relationships — supported by comprehensive training and leading technology.

This in-person role at a local H&R Block tax office emphasizes client service, tax expertise growth, and an incentive plan tied to impact during the season.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment or enrollment required.
• Minimum 1 year of tax preparation or related experience including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.

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 requirements

Tax preparation experience

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You'll prepare accurate returns, uncover savings opportunities, and build lasting client relationships — supported by comprehensive training and leading technology.

This in-person role at a local H&R Block tax office emphasizes client service, tax expertise growth, and an incentive plan tied to impact during the season.