Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Shirley (NY); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and offer personalized recommendations, backed by training and technology.

This in-person role at a local H&R Block tax office focuses on building trusted client relationships, identifying tax savings opportunities, and providing IRS support when needed.

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

Client interviewing

Verbal & written communication

Tax advisory

Attention to detail

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or other IRS Circular 230 credential

Tools

GoSystem

UltraTax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and offer personalized recommendations, backed by training and technology.

This in-person role at a local H&R Block tax office focuses on building trusted client relationships, identifying tax savings opportunities, and providing IRS support when needed.