Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Nanuet (NY); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Competitive pay

Training & development

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify savings opportunities, backed by training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients.

This in-person role is based at a local H&R Block tax office, with responsibilities including preparing complex returns, conducting client interviews, and collaborating with the team to

Qualifications

• Must pass H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing advisory roles.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for diverse clients (individuals and businesses).
• Conduct client interviews to understand financial situations and provide recommendations.
• Identify tax savings opportunities and promote relevant H&R Block products.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client-facing experience

Communication skills

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify savings opportunities, backed by training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients.

This in-person role is based at a local H&R Block tax office, with responsibilities including preparing complex returns, conducting client interviews, and collaborating with the team to