Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Winchester (VA); On-site; USD 55,000 - 110,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Winchester, VA to prepare complete, accurate tax returns for diverse clients, including individuals and small businesses.

You will conduct in-depth client interviews, provide personalized recommendations, and help clients maximize savings while navigating tax notices and IRS guidance. This in-person role offers industry-leading training and opportunities to grow.

Qualifications

• High school diploma or GED required.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing, advisory roles and ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• Familiarity with GoSystem or Ultratax software and general tax software.

Responsibilities

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

Skills

Client-facing experience

Tax knowledge and preparation

Strong communication

Interviewing clients

Education

High school diploma

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Winchester, VA to prepare complete, accurate tax returns for diverse clients, including individuals and small businesses.

You will conduct in-depth client interviews, provide personalized recommendations, and help clients maximize savings while navigating tax notices and IRS guidance. This in-person role offers industry-leading training and opportunities to grow.