Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.; Latham (NY); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block, a trusted tax advisor, seeks an Experienced Tax Professional to prepare returns and uncover savings for clients at a local office. You will interview clients to understand financials and offer personalized recommendations, building lasting relationships.

In this role, you’ll work with a team, receive strong training, and benefit from competitive pay with an incentive plan. In-person office setting, seasonally focused and opportunities for growth in tax services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation experience with individual and business returns.
• Experience in a client facing, consultative or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations, including individuals and businesses.
• Conduct in-depth client interviews to understand finances and life changes, then provide clear recommendations.
• Build trusted relationships by delivering empathetic, consultative service and identifying tax savings.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Tax preparation

Client communication

IRS/state requirements

Client interviewing

Continued education

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, a trusted tax advisor, seeks an Experienced Tax Professional to prepare returns and uncover savings for clients at a local office. You will interview clients to understand financials and offer personalized recommendations, building lasting relationships.

In this role, you’ll work with a team, receive strong training, and benefit from competitive pay with an incentive plan. In-person office setting, seasonally focused and opportunities for growth in tax services.