Seasonal Tax Pro: Complex Returns & Client Advisory

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

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and build lasting relationships with empathetic, consultative service.

This in-person role at a local office offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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
• 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

Excellent communication skills

Client-facing experience

Advisory/consultative experience

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem or Ultratax

AI-powered tools (Microsoft Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and build lasting relationships with empathetic, consultative service.

This in-person role at a local office offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients.