Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.; Solon (OH); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand finances, and identify tax savings opportunities with guidance from industry-leading training and technology.

This in-person role offers a competitive hourly rate and an incentive plan. Whether you seek meaningful seasonal work or a path 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, 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

Client-facing experience

Communication skills

IRS continuing education

GoSystem / Ultratax familiarity

AI tools familiarity

Education

High school diploma

Bachelor's degree in accounting or finance

CPA / Enrolled Agent (EA) preferred

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand finances, and identify tax savings opportunities with guidance from industry-leading training and technology.

This in-person role offers a competitive hourly rate and an incentive plan. Whether you seek meaningful seasonal work or a path to grow in tax and financial services,