Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Somerset (Somerset County); On-site; USD 30,000 - 48,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, including individuals and businesses. You will interview clients to understand their finances, offer personalized recommendations, and help clients maximize tax savings with H&R Block products.

This in-person role at a local H&R Block tax office offers industry-leading training, technology support, a competitive hourly rate, and an incentive plan for

Qualifications

• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Successful completion of the H&R Block Tax Knowledge Assessment1.
• 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

Verbal and written communication

Client-facing

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, including individuals and businesses. You will interview clients to understand their finances, offer personalized recommendations, and help clients maximize tax savings with H&R Block products.

This in-person role at a local H&R Block tax office offers industry-leading training, technology support, a competitive hourly rate, and an incentive plan for