Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Town of Geneseo (NY); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand financial situations, provide clear recommendations, and identify tax-saving opportunities within a supportive, client-focused office environment.

The role offers industry-leading training, the chance to build tax expertise, and an incentive plan based on impact.

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 or GED required

Responsibilities

• Prepare complete, accurate tax returns for clients (individual and business)
• Conduct in-depth client interviews to assess financial situations and tax implications
• Provide personalized recommendations and tax-saving opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused office environment

Skills

Client-facing experience

Communication skills

Interviewing clients

IRS knowledge

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand financial situations, provide clear recommendations, and identify tax-saving opportunities within a supportive, client-focused office environment.

The role offers industry-leading training, the chance to build tax expertise, and an incentive plan based on impact.