Seasonal Tax Pro: Complex Returns & Client Guidance

H&R Block; Richmond Heights (OH); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and provide personalized recommendations. You will help clients navigate complex tax situations, identify savings opportunities, and build lasting relationships using our training and technology platform.

This in-person role at a local H&R Block tax office offers an hourly rate, an incentive plan, and opportunities to grow in tax and financial

Qualifications

• Successful completion of the HR 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

Education

Bachelor's degree in accounting, finance or a related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and provide personalized recommendations. You will help clients navigate complex tax situations, identify savings opportunities, and build lasting relationships using our training and technology platform.

This in-person role at a local H&R Block tax office offers an hourly rate, an incentive plan, and opportunities to grow in tax and financial