Seasonal Tax Pro: Expert Prep & Advisory

H&R Block; Lock Haven (Clinton County); On-site; USD 21,000 - 55,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Training and tech support

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth interviews, offer personalized recommendations, and identify tax savings opportunities using HR Block tools and training.

This in-person role emphasizes client service, consulting skills, and collaboration within a supportive office environment, with a competitive hourly rate and incentive plan based on

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, consultative, or advisory roles
• Ability to explain tax concepts in client-friendly language
• Must meet IRS and state continuing education requirements
• High school diploma or GED 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 and tax implications and provide clear recommendations
• Build trusted client relationships and identify tax savings opportunities and HR Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive client-focused office environment

Skills

Client-facing experience

Communication skills

Tax knowledge

Interviewing skills

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

AI-powered tools integration

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth interviews, offer personalized recommendations, and identify tax savings opportunities using HR Block tools and training.

This in-person role emphasizes client service, consulting skills, and collaboration within a supportive office environment, with a competitive hourly rate and incentive plan based on