Seasonal Tax Pro & Client Advisory Specialist

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations, including individuals and businesses. You will interview clients, identify tax savings, and offer personalized recommendations with the support of leading training and technology.

Join a trusted, in-person office team focused on delivering empathetic, consultative service and building lasting client relationships while meeting IRS/state requirements and contributing

Qualifications

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Responsibilities

• Prepare complete tax returns for clients with diverse and complex situations (individual & business)
• Conduct in-depth client interviews to understand financials, life changes, and tax implications
• Provide recommendations and identify tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax knowledge

Client-facing communication

IRS compliance knowledge

Problem solving

Attention to detail

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA or EA (preferred)

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations, including individuals and businesses. You will interview clients, identify tax savings, and offer personalized recommendations with the support of leading training and technology.

Join a trusted, in-person office team focused on delivering empathetic, consultative service and building lasting client relationships while meeting IRS/state requirements and contributing