Seasonal Tax Pro - Client Advisory & Returns

H&R Block; Wilkes-Barre (Luzerne County); On-site; USD 28,000 - 48,000; Part time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients, including individuals and businesses. You will interview clients to assess financial situations, offer personalized tax planning, and identify savings opportunities, while delivering empathetic, consultative service.

You will provide IRS support and audit guidance as needed, collaborating with a team in a local office to foster a positive, client-focused environment.

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

Verbal communication

Written communication

Client-facing experience

Education

High school diploma or GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients, including individuals and businesses. You will interview clients to assess financial situations, offer personalized tax planning, and identify savings opportunities, while delivering empathetic, consultative service.

You will provide IRS support and audit guidance as needed, collaborating with a team in a local office to foster a positive, client-focused environment.