Seasonal Tax Pro: Expert Prep, Trusted Advisory

H&R Block, Inc.; Covington (WA); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Comprehensive benefits

Training and development

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses.

You will conduct in-depth client interviews, understand financial life changes, and provide personalized recommendations. You will build trusted client relationships through empathetic, consultative service, identify tax savings opportunities, and offer relevant H&R Block products.

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 knowledge

Client interviews

Audit guidance

Communication

IRS/state requirements

Education

CPA or EA (preferred)

Bachelor’s degree in accounting/finance

High school diploma or equivalent

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses.

You will conduct in-depth client interviews, understand financial life changes, and provide personalized recommendations. You will build trusted client relationships through empathetic, consultative service, identify tax savings opportunities, and offer relevant H&R Block products.