Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Mayfield Heights (OH); On-site; USD 22,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses while interviewing clients to understand their financial situations. You will offer personalized recommendations and identify tax savings opportunities within a supportive, in-person office setting.

You will use industry-leading training and technology to deliver compliant tax solutions, building trusted client relationships and contributing to a positive office

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Identify tax savings opportunities and recommend H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Client communication

Advisory experience

IRS requirements

Tax knowledge

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem/Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses while interviewing clients to understand their financial situations. You will offer personalized recommendations and identify tax savings opportunities within a supportive, in-person office setting.

You will use industry-leading training and technology to deliver compliant tax solutions, building trusted client relationships and contributing to a positive office