Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Louisville (OH); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Competitive hourly rate

Industry-leading training

Incentive plan

Job summary

H&R Block, Inc. is seeking an experienced seasonal Tax Professional to prepare accurate returns for individuals and small businesses at a local office in Ohio.

You will interview clients, identify tax savings opportunities, and provide clear, compliant recommendations using industry-leading training and technology. You will build lasting client relationships through empathetic, consultative service while adhering to IRS and state requirements.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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 communication

Tax knowledge

IRS/state requirements

Client-facing experience

Continuing education compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an experienced seasonal Tax Professional to prepare accurate returns for individuals and small businesses at a local office in Ohio.

You will interview clients, identify tax savings opportunities, and provide clear, compliant recommendations using industry-leading training and technology. You will build lasting client relationships through empathetic, consultative service while adhering to IRS and state requirements.