Seasonal Tax Pro: Expert Prep & Client Advisory

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

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns for individuals and businesses, interview clients to assess tax implications, and deliver personalized tax-saving recommendations while upholding client trust and service standards.

Join a team supported by extensive training, competitive hourly pay, and an incentive plan that rewards impact and expertise in tax preparation and advisory services.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• At least 1 year of tax prep or related experience including individual and business returns.
• Experience in a client-facing or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state requirements and complete continuing education.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide personalized recommendations and identify savings opportunities.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team and contribute to a positive office environment.

Skills

Tax preparation

Client interviews

Communication

IRS knowledge

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns for individuals and businesses, interview clients to assess tax implications, and deliver personalized tax-saving recommendations while upholding client trust and service standards.

Join a team supported by extensive training, competitive hourly pay, and an incentive plan that rewards impact and expertise in tax preparation and advisory services.