Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Bohemia (NY); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their finances, identify tax savings opportunities, and deliver clear, personalized recommendations with supportive training and tools.

The role emphasizes strong communication, client service, and the ability to navigate complex tax scenarios, including individual and business returns, with opportunities for

Qualifications

• Must have completed the H&R Block Tax Knowledge Assessment.
• At least 1 year of experience in tax preparation or related field, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; able to explain tax concepts clearly to clients.
• Must meet IRS and state continuing education requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for diverse client situations (individual and business).
• Conduct in-depth client interviews to assess finances and tax implications.
• Provide tax savings recommendations and promote relevant H&R Block products.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and foster a positive client-focused office environment.

Skills

Client facing experience

Communication skills

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their finances, identify tax savings opportunities, and deliver clear, personalized recommendations with supportive training and tools.

The role emphasizes strong communication, client service, and the ability to navigate complex tax scenarios, including individual and business returns, with opportunities for