Seasonal Tax Pro: Client-Focused Returns & Savings

H&R Block, Inc.; Mt. Lebanon (PA); On-site; USD 2,755,000 - 4,408,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations. You will interview clients, offer personalized tax-saving recommendations, and build lasting relationships in a supportive, in-person office setting.

Join a team that emphasizes training, technology, and competitive hourly pay with incentives. This role supports clients through IRS notices and audit guidance, contributing to a trusted local tax office experience.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts clearly
• Must complete continuing education and meet all IRS/state requirements
• High school diploma or GED or equivalent

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 recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members to share knowledge and maintain a positive, client-focused office environment

Skills

Client-facing

Communication

Tax knowledge

Training adherence

Education

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations. You will interview clients, offer personalized tax-saving recommendations, and build lasting relationships in a supportive, in-person office setting.

Join a team that emphasizes training, technology, and competitive hourly pay with incentives. This role supports clients through IRS notices and audit guidance, contributing to a trusted local tax office experience.