Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Charleston (WV); On-site; USD 25,000 - 33,000; Full time

Job summary

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional in Charleston, WV to prepare accurate tax returns and navigate complex tax scenarios for clients.

You will interview clients, identify savings opportunities, and provide personalized recommendations using our training and technology. This in-person role emphasizes client-focused service, ongoing education, and collaboration with a supportive office team.

Qualifications

• Successfully completed 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

Verbal communication

Tax preparation

Client-facing

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

GoSystem/Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional in Charleston, WV to prepare accurate tax returns and navigate complex tax scenarios for clients.

You will interview clients, identify savings opportunities, and provide personalized recommendations using our training and technology. This in-person role emphasizes client-focused service, ongoing education, and collaboration with a supportive office team.