Seasonal Tax Pro — Expert Prep & Client Advisory

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

Benefits offered by this job

Employee discount program

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional for in-person client service at a local tax office in Ohio.

You will prepare complex tax returns, interview clients to assess financial situations, and provide personalized tax recommendations with a focus on savings opportunities. The role emphasizes strong communication, client advisory skills, and adherence to IRS/state requirements, with comprehensive training and performance-based incentives.

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 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 IRS and 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

Tax preparation

Client facing

Communication

Continuing education

IRS guidance

Advisory role

Education

Bachelor's degree in accounting or finance

High school diploma or GED

CPA or EA or IRS Circular 230 credential

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional for in-person client service at a local tax office in Ohio.

You will prepare complex tax returns, interview clients to assess financial situations, and provide personalized tax recommendations with a focus on savings opportunities. The role emphasizes strong communication, client advisory skills, and adherence to IRS/state requirements, with comprehensive training and performance-based incentives.