Seasonal Tax Pro | Client Advisory & Savings Expert

H&R Block, Inc.; Bryan (OH); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations.

The role involves conducting in-depth client interviews to understand finances and to provide clear recommendations, while building trusted relationships and proposing H&R Block products. The position is in-person at a local H&R Block tax office, with a strong emphasis on client service, ongoing education, and earning potential through incentives based on

Qualifications

• High school diploma or equivalent is required.
• 1 year of experience in tax prep, accounting, finance, or bookkeeping including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• Successful completion of the H&R Block Tax Knowledge Assessment 1.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and implications; provide recommendations.
• Build trusted client relationships and identify tax savings and product opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive, client-focused office environment.

Skills

Client facing

Communication skills

Interviewing clients

Tax knowledge

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

CPA/EA or IRS Circular 230 (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations.

The role involves conducting in-depth client interviews to understand finances and to provide clear recommendations, while building trusted relationships and proposing H&R Block products. The position is in-person at a local H&R Block tax office, with a strong emphasis on client service, ongoing education, and earning potential through incentives based on