Seasonal Tax Pro — Expert Prep & Client Advisory

H&R Block, Inc.; Levittown (PA); On-site; USD 35,000 - 55,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations, conduct client interviews, and identify tax savings opportunities using our training and technology.

This in-person role in Levittown, PA offers competitive hourly pay and an incentive plan, with opportunities to build client relationships and gain expertise in tax and financial services through ongoing education.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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 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

Client-facing experience

Strong communication

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations, conduct client interviews, and identify tax savings opportunities using our training and technology.

This in-person role in Levittown, PA offers competitive hourly pay and an incentive plan, with opportunities to build client relationships and gain expertise in tax and financial services through ongoing education.