Seasonal Tax Pro: Client Advisory & Returns

H&R Block

Harrisburg (Dauphin County)

On-site

USD 28,000 - 55,000

Full time

7 days ago
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Job summary

H&R Block in Harrisburg, PA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You will interview clients to understand their financial life and provide clear, personalized recommendations, backed by industry-leading training and technology.

This in-person role offers a competitive hourly rate, an incentive plan, and a path to grow in tax and financial services within a supportive,

Qualifications

  • Successful completion of the HR 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

Client-facing
Communication skills
Advisory
Interviewing clients

Education

High school diploma or equivalent
Bachelor's degree in accounting/finance or related field
CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem
UltraTax (Ultratax)
AI tools (Copilot, ChatGPT)

Job description

H&R Block in Harrisburg, PA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You will interview clients to understand their financial life and provide clear, personalized recommendations, backed by industry-leading training and technology.

This in-person role offers a competitive hourly rate, an incentive plan, and a path to grow in tax and financial services within a supportive,

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