Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Syracuse (IN); On-site; USD 21,000 - 30,000; Part 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, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client interviews, personalized recommendations, and collaboration with a team to deliver trusted tax services with a client-focused approach.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• 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, 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 interviews

Tax knowledge

Communication skills

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

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, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client interviews, personalized recommendations, and collaboration with a team to deliver trusted tax services with a client-focused approach.