Seasonal Tax Pro: Complex Returns & Trusted Advisory

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

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns, interview clients to assess financial situations, and identify tax-saving opportunities. You'll work with the latest training and technology, with a competitive hourly rate and incentive plan.

This in-person role at a local H&R Block office emphasizes client service, collaboration with team members, IRS support, and a positive office environment while helping clients navigate diverse tax situations.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet all 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

Communication skills

Client-facing experience

IRS knowledge

Continued education

Education

High school diploma or equivalent

Bachelor’s degree (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 prepare complex tax returns, interview clients to assess financial situations, and identify tax-saving opportunities. You'll work with the latest training and technology, with a competitive hourly rate and incentive plan.

This in-person role at a local H&R Block office emphasizes client service, collaboration with team members, IRS support, and a positive office environment while helping clients navigate diverse tax situations.