Seasonal Tax Pro: Client Advisory & Savings

H&R Block, Inc.; Garfield Heights (OH); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in a local, in-person office. You will interview clients, identify tax savings opportunities, and deliver clear recommendations while building lasting relationships with clients.

With industry-leading training and technology, the role offers a competitive hourly rate, an incentive plan, and opportunities to grow within 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.

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

Tax knowledge

Communication

Education

High school diploma or equivalent

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in a local, in-person office. You will interview clients, identify tax savings opportunities, and deliver clear recommendations while building lasting relationships with clients.

With industry-leading training and technology, the role offers a competitive hourly rate, an incentive plan, and opportunities to grow within tax and financial services.