Seasonal Tax Pro - Client Advisory & Returns

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover tax savings opportunities in a client-facing role at a local tax office in Everett, WA.

You will interview clients, analyze financial situations, and provide personalized recommendations with the support of industry-leading training and technology. The position offers a competitive hourly rate and an incentive plan.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Strong verbal and written communication skills; explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements; in-person work at local office.

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 recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client-facing

Communication skills

Tax knowledge

IRS/state requirements

Attention to detail

Education

High school diploma or GED

Bachelor's degree in accounting or related field

Tools

GoSystem

UltrasTax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover tax savings opportunities in a client-facing role at a local tax office in Everett, WA.

You will interview clients, analyze financial situations, and provide personalized recommendations with the support of industry-leading training and technology. The position offers a competitive hourly rate and an incentive plan.