Seasonal Tax Pro — Client Advisory Specialist

H&R Block, Inc.

Smithfield (VA)

On-site

USD 18,000 - 110,000

Full time

14 days+
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Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for an in-person seasonal role at a local tax office. You will prepare complete tax returns for clients with diverse situations and uncover savings opportunities using leading training and technology.

You’ll interview clients, explain tax concepts clearly, and build lasting relationships while providing IRS support and collaborating with a team in a client‑focused environment.

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment
  • Minimum 1 year of tax prep or related experience
  • Experience in a client-facing advisory role
  • Strong verbal and written communication, ability to explain tax concepts clearly
  • Must meet IRS/state continuing education requirements
  • High school diploma or GED or equivalent

Responsibilities

  • Prepare complete, accurate tax returns for individuals and business clients
  • Conduct client interviews to understand financial situations and implications
  • Provide tax-saving recommendations and explain options
  • Offer IRS guidance and audit support as needed
  • Collaborate with team to maintain a positive client-focused office

Skills

Tax knowledge
Client communication
IRS/state requirements
Tax precision

Education

High school diploma or GED
Bachelor’s degree (preferred)

Tools

GoSystem
Ultratax
AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for an in-person seasonal role at a local tax office. You will prepare complete tax returns for clients with diverse situations and uncover savings opportunities using leading training and technology.

You’ll interview clients, explain tax concepts clearly, and build lasting relationships while providing IRS support and collaborating with a team in a client‑focused environment.

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