Seasonal Tax Pro: Client Advisory & Returns - In-Person

H&R Block, Inc.

Toledo (OH)

On-site

USD 25,000 - 39,000

Full time

14 days+

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Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare complete and accurate tax returns for individuals and small businesses, conduct in-depth client interviews, and offer personalized recommendations.

Join a team that emphasizes client-focused service, ongoing training, and performance-based incentives. This in-person role provides opportunities to build tax expertise and trusted relationships while delivering services in a

Qualifications

  • Complete the H&R Block Tax Knowledge Assessment or enrollment.
  • 1+ year of experience in tax preparation or related field.
  • Experience in client-facing, consultative, or advisory roles.
  • Strong verbal and written communication; explain tax concepts clearly.
  • Meet continuing education and IRS/state requirements.
  • High school diploma or equivalent.

Responsibilities

  • Prepare complete, accurate tax returns for individuals and businesses.
  • Conduct in-depth client interviews to understand financial situations and tax implications.
  • Provide personalized recommendations and identify tax savings opportunities with H&R Block products.
  • Provide IRS support, tax notice assistance, and audit guidance as needed.
  • Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client-facing communication
Consultative advisory experience
Tax knowledge
Interpersonal skills

Education

High school diploma / GED / equivalent
Bachelor’s degree in accounting, finance or related field

Tools

GoSystem
Ultratax
AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare complete and accurate tax returns for individuals and small businesses, conduct in-depth client interviews, and offer personalized recommendations.

Join a team that emphasizes client-focused service, ongoing training, and performance-based incentives. This in-person role provides opportunities to build tax expertise and trusted relationships while delivering services in a

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