Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Town of Jackson (NY); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, and to interview clients to assess tax implications. You will deliver personalized recommendations and build lasting client relationships with empathetic, consultative service.

This in-person role at a local H&R Block tax office offers an opportunity to grow tax expertise with industry-leading training, a competitive hourly rate, and an incentive plan based on impact.

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 advisory experience

Communication skills

Complex tax knowledge

Interviewing clients

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, and to interview clients to assess tax implications. You will deliver personalized recommendations and build lasting client relationships with empathetic, consultative service.

This in-person role at a local H&R Block tax office offers an opportunity to grow tax expertise with industry-leading training, a competitive hourly rate, and an incentive plan based on impact.