Seasonal Tax Pro: Complex Returns & Client Impact

H&R Block, Inc.; City of Troy (NY); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and build lasting relationships. You will prepare accurate returns for individuals and businesses, deliver personalized recommendations, and leverage training and technology to maximize client value.

In-person at a local H&R Block office, this role emphasizes client service, IRS support, and ongoing education with an incentive plan tied to impact and tax expertise growth.

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-facing communication

Tax knowledge

Interviewing clients

IRS knowledge

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and build lasting relationships. You will prepare accurate returns for individuals and businesses, deliver personalized recommendations, and leverage training and technology to maximize client value.

In-person at a local H&R Block office, this role emphasizes client service, IRS support, and ongoing education with an incentive plan tied to impact and tax expertise growth.