Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Middleburg Heights (OH); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

In-person at local office

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare accurate tax returns for individuals and businesses, uncover potential savings, and build lasting client relationships using our training and technology, with a competitive hourly rate and an incentive plan that rewards your impact.

This opportunity supports growth in tax and financial services within a collaborative team, focusing on client needs and clear explanations of

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Successful completion of the H&R Block Tax Knowledge Assessment
• 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

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

Client interviews

Tax advisory

IRS/compliance knowledge

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Microsoft Copilot/ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare accurate tax returns for individuals and businesses, uncover potential savings, and build lasting client relationships using our training and technology, with a competitive hourly rate and an incentive plan that rewards your impact.

This opportunity supports growth in tax and financial services within a collaborative team, focusing on client needs and clear explanations of