Seasonal Tax Pro: Client-Focused Returns Expert

H&R Block, Inc.; Huntington Station (NY); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to join a local tax office in person. You will prepare complete and accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized tax-saving recommendations.

You will deliver empathetic, consultative service, provide IRS support and audit guidance as needed, and collaborate with a team to maintain a positive, client-focused office environment.

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

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

Tax knowledge assessment

Tax preparation experience

Client-facing advisory

Communication skills

Education compliance

High school diploma

Education

High school diploma or GED

Bachelor’s degree (preferred)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to join a local tax office in person. You will prepare complete and accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized tax-saving recommendations.

You will deliver empathetic, consultative service, provide IRS support and audit guidance as needed, and collaborate with a team to maintain a positive, client-focused office environment.