Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Romney (WV); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and deliver accurate returns. You will interview clients, provide personalized recommendations, and leverage our training and technology to maximize tax savings.

This role is in-person at a local H&R Block tax office and offers an incentive plan based on performance while you grow tax expertise. The position emphasizes client relationships, thorough tax knowledge, and collaboration

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse, complex situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notices, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Skills

Client communication

Attention to detail

Explain tax concepts

Education

High school diploma

Bachelor's degree in accounting or finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and deliver accurate returns. You will interview clients, provide personalized recommendations, and leverage our training and technology to maximize tax savings.

This role is in-person at a local H&R Block tax office and offers an incentive plan based on performance while you grow tax expertise. The position emphasizes client relationships, thorough tax knowledge, and collaboration