Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block, Inc.; Snowflake (AZ); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations and to provide personalized tax guidance. You will interview clients to understand finances, identify savings, and build lasting relationships at an in-person tax office.

You will collaborate with teammates, deliver empathetic service, and stay compliant with IRS/state requirements while leveraging training and technology.

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 other IRS and applicable state requirements.
• High school diploma / GED / equivalent required.
• Bachelor’s degree in accounting, finance or a related field (preferred).
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping (preferred).
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential (preferred).
• Experience completing complex returns, tax planning, audit support, or tax notice resolution (preferred).
• Familiarity with GoSystem or Ultratax software (preferred).
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) (preferred).
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) (preferred).

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 interaction

Communication skills

IRS/state requirements knowledge

Tax knowledge assessment readiness

Tax preparation experience

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem Tax

UltraTax CS

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations and to provide personalized tax guidance. You will interview clients to understand finances, identify savings, and build lasting relationships at an in-person tax office.

You will collaborate with teammates, deliver empathetic service, and stay compliant with IRS/state requirements while leveraging training and technology.