Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.; Coopersburg (Lehigh County); On-site; USD 32,000 - 52,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

Training and technology access

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare tax returns, interview clients, and identify savings opportunities in person at a local tax office. You will deliver consultative service and leverage training and technology to build trusted client relationships.

The role emphasizes accuracy, client communication, and adherence to IRS/state requirements, with an incentive plan and competitive pay as you develop tax expertise.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication skills.
• Must meet IRS and state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide tax savings opportunities and product recommendations.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office.

Skills

Tax preparation

Client interviewing

Communication

IRS/state requirements

Education

High school diploma or GED

Bachelor's degree in accounting or finance

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare tax returns, interview clients, and identify savings opportunities in person at a local tax office. You will deliver consultative service and leverage training and technology to build trusted client relationships.

The role emphasizes accuracy, client communication, and adherence to IRS/state requirements, with an incentive plan and competitive pay as you develop tax expertise.