Seasonal Tax Pro — Expert Returns & Advisory

H&R Block; East Northport (NY); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to guide clients through complex tax situations and deliver accurate returns. This role emphasizes interviewing clients, offering personalized recommendations, and building lasting relationships with a focus on tax savings opportunities.

You will work in-person at a local H&R Block tax office, leveraging industry-leading training and technology, with an incentive plan tied to impact and growth in tax expertise.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Build trusted client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to foster a positive, client-focused office.

Skills

Tax knowledge

Client communication

Interviewing skills

Advisory mindset

IRS/state requirements

Education

High school diploma / GED

Bachelor’s in accounting/finance (preferred)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to guide clients through complex tax situations and deliver accurate returns. This role emphasizes interviewing clients, offering personalized recommendations, and building lasting relationships with a focus on tax savings opportunities.

You will work in-person at a local H&R Block tax office, leveraging industry-leading training and technology, with an incentive plan tied to impact and growth in tax expertise.