Seasonal Tax Pro - Client Advisory & Savings

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

Job summary

H&R Block is seeking an Experienced Tax Professional for an in-person, seasonal role at a local tax office. You will prepare accurate returns for diverse situations, interview clients to uncover implications, and offer personalized recommendations to maximize savings while delivering empathetic service.

Ideal candidates communicate clearly, qualify via the Tax Knowledge Assessment, and commit to ongoing IRS/state education.

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 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.

Job description

H&R Block is seeking an Experienced Tax Professional for an in-person, seasonal role at a local tax office. You will prepare accurate returns for diverse situations, interview clients to uncover implications, and offer personalized recommendations to maximize savings while delivering empathetic service.

Ideal candidates communicate clearly, qualify via the Tax Knowledge Assessment, and commit to ongoing IRS/state education.