Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block, Inc.; Pinetop-Lakeside (AZ); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. seeks an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Arizona.

You will prepare complete returns for individuals and businesses, interview clients to assess tax situations, and offer personalized recommendations for tax savings. The role emphasizes client-facing advisory work, with training and technology support, and offers an incentive plan based on impact and performance.

Qualifications

• Successful completion of required H&R Block training and knowledge assessments.
• 1+ year of tax preparation or related work experience.
• Experience in client-facing advisory roles and explaining tax concepts clearly.
• Strong written and verbal communication skills; ability to articulate tax implications to clients.
• Must meet IRS/state continuing education requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and advise on tax implications.
• Identify tax savings opportunities and introduce relevant H&R Block products.
• Provide IRS support and address tax notices as needed.
• Collaborate with office team to maintain a positive, client-focused environment.

Skills

Tax knowledge

Client communication

IRS/state compliance

Attention to detail

Education

High school diploma / GED

Bachelor's degree in accounting/related field

Tools

GoSystem

UltrasTax

Job description

H&R Block, Inc. seeks an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Arizona.

You will prepare complete returns for individuals and businesses, interview clients to assess tax situations, and offer personalized recommendations for tax savings. The role emphasizes client-facing advisory work, with training and technology support, and offers an incentive plan based on impact and performance.