Seasonal Tax Pro: Complex Returns, Trusted Advisor

H&R Block, Inc.; Geneva Township (OH); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block is hiring a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax savings opportunities. This in-person role involves conducting client interviews, delivering personalized recommendations, and building lasting client relationships.

You will work with a supportive team, leveraging HR Block training and technology, with an incentive plan tied to impact and growth in tax expertise.

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 HR 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

Advisory

Communication skills

Tax knowledge

Interviewing clients

Experience in tax

Client interviews

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Job description

H&R Block is hiring a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax savings opportunities. This in-person role involves conducting client interviews, delivering personalized recommendations, and building lasting client relationships.

You will work with a supportive team, leveraging HR Block training and technology, with an incentive plan tied to impact and growth in tax expertise.