Seasonal Tax Pro: Earn, Learn & Build Client Impact

H&R Block, Inc.; Whiting (NJ); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare complete tax returns for clients with diverse situations and to uncover savings opportunities. You will interview clients, provide personalized recommendations, and build trusted relationships while delivering ceaseless client-focused service in a local office.

The role emphasizes accuracy, knowledge of tax rules, and the use of leading training and technology, with an incentive plan that rewards impact and growth in tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 1+ year of experience in tax preparation or related fields.
• Experience in client-facing or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and promote relevant H&R Block products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with the team to maintain a client-focused office environment.

Skills

Tax Preparation

Client Interviewing

IRS/State Requirements

Communication

GoSystem/Ultratax

AI Tools Familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional to prepare complete tax returns for clients with diverse situations and to uncover savings opportunities. You will interview clients, provide personalized recommendations, and build trusted relationships while delivering ceaseless client-focused service in a local office.

The role emphasizes accuracy, knowledge of tax rules, and the use of leading training and technology, with an incentive plan that rewards impact and growth in tax expertise.