Seasonal Tax Pro — Client Impact & Savings

H&R Block, Inc.; Long Branch (NJ); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for the tax season in New Jersey. You will prepare complete returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations to optimize tax outcomes.

You will build lasting client relationships, offer tax savings opportunities and support, and work with a team using H&R Block’s training and technology. This in-person role emphasizes accuracy and client service.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related roles
• Experience in client-facing, consultative or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients
• Collaborate with team and contribute to a client-focused office environment

Skills

Client advisory

Communication skills

Interview clients

Tax preparation

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem/Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for the tax season in New Jersey. You will prepare complete returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations to optimize tax outcomes.

You will build lasting client relationships, offer tax savings opportunities and support, and work with a team using H&R Block’s training and technology. This in-person role emphasizes accuracy and client service.