Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Toms River (NJ); On-site; USD 22,000 - 110,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients through complex situations in a local tax office.

You will interview clients, identify savings opportunities, and deliver high-quality service using our training and technology. Ideal candidates have at least 1 year of tax-related experience, strong communication, and a commitment to continuing education to meet IRS/state requirements.

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

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

IRS requirements

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients through complex situations in a local tax office.

You will interview clients, identify savings opportunities, and deliver high-quality service using our training and technology. Ideal candidates have at least 1 year of tax-related experience, strong communication, and a commitment to continuing education to meet IRS/state requirements.