Seasonal Tax Pro: Client Advisory & Savings

H&R Block, Inc.; Bethpage (NY); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide empathetic, consultative service in a local office.

You’ll receive industry-leading training and work with GoSystem/Ultratax while leveraging an incentive plan based on your impact and growth in tax expertise. This in-person role offers competitive hourly pay and growth opportunities.

Qualifications

• Proven ability to prepare complete, accurate tax returns.
• Experience in client-facing advisory roles.
• Ability to explain tax concepts in client-friendly language.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations.
• Provide IRS assistance, notices, and audit guidance as needed.
• Identify tax savings opportunities and recommend H&R Block products.
• Collaborate with team to maintain a positive client-focused office.

Skills

Tax preparation

Client facing

Communication skills

Education

High school diploma/GED

Bachelor’s degree

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide empathetic, consultative service in a local office.

You’ll receive industry-leading training and work with GoSystem/Ultratax while leveraging an incentive plan based on your impact and growth in tax expertise. This in-person role offers competitive hourly pay and growth opportunities.