Seasonal Tax Pro: Client Advisory & Returns

H&R Block; Lima (OH); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

401(k) plan

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations supported by training and technology.

This in-person role offers a competitive hourly rate and incentive plan, with opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts
• Must complete continuing education and meet IRS/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 interviewing

Communication

IRS knowledge

Attention to detail

Explain tax concepts

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations supported by training and technology.

This in-person role offers a competitive hourly rate and incentive plan, with opportunities to grow in tax and financial services.