Seasonal Tax Pro: Expert Prep & Client Savings

H&R Block; Brook Park (OH); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Incentive plan

On-site office

Training provided

Job summary

H&R Block is seeking an Experienced Tax Professional for seasonal in-person work at a local tax office. You will prepare comprehensive returns, interview clients for their financial context, and offer personalized recommendations while promoting H&R Block products.

Training and incentive plans support growth as you build tax expertise and serve clients. Join a client-focused office environment that values knowledge, empathy, and accuracy, with competitive pay and opportunity for advancement in

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles.
• Strong verbal and written communication skills.
• Must meet IRS and state continuing education requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand financials and life changes.
• Provide personalized recommendations and tax savings opportunities.
• Build trusted client relationships and promote relevant products.
• Provide IRS support, notices assistance, and audit guidance as needed.

Skills

Client-facing experience

Communication skills

IRS/state requirements knowledge

Consultative advisory experience

Tax knowledge and preparation

Education

HS diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent credential

Continuing education compliance

GoSystem or UltraTax familiarity

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for seasonal in-person work at a local tax office. You will prepare comprehensive returns, interview clients for their financial context, and offer personalized recommendations while promoting H&R Block products.

Training and incentive plans support growth as you build tax expertise and serve clients. Join a client-focused office environment that values knowledge, empathy, and accuracy, with competitive pay and opportunity for advancement in