Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Levittown (NY); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block in Levittown, NY is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and small business clients, conduct in-depth client interviews, and help clients maximize savings.

You will provide clear, client-focused advice, stay current with IRS rules, and collaborate with a local team to deliver empathetic service and reliable support. This in-person role offers competitive hourly pay and an incentive plan based on impact.

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

Communication skills

Verbal communication

Written communication

Client-facing

Tax concepts

GoSystem familiarity

Ultratax familiarity

Education

High school diploma or equivalent

Bachelor's degree in accounting or related field

CPA or EA preferred

Tools

GoSystem

Ultratax

Job description

H&R Block in Levittown, NY is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and small business clients, conduct in-depth client interviews, and help clients maximize savings.

You will provide clear, client-focused advice, stay current with IRS rules, and collaborate with a local team to deliver empathetic service and reliable support. This in-person role offers competitive hourly pay and an incentive plan based on impact.