Seasonal Tax Pro — Expert Prep & Client Advisory

H&R Block, Inc.; Sandusky (OH); On-site; USD 28,000 - 48,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to assess financial situations, and identify savings opportunities. You will build lasting client relationships with empathetic, consultative service and provide IRS support as needed in a local tax office.

The role emphasizes in-person, office-based work and offers competitive hourly compensation with an incentive plan to reward impact as you grow tax expertise and serve clients.

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
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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

Communication

Tax concepts

Interviewing clients

Education

HS diploma

Accounting degree

Tools

GoSystem

Ultratax

Copilot

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to assess financial situations, and identify savings opportunities. You will build lasting client relationships with empathetic, consultative service and provide IRS support as needed in a local tax office.

The role emphasizes in-person, office-based work and offers competitive hourly compensation with an incentive plan to reward impact as you grow tax expertise and serve clients.