Seasonal Tax Pro — Expert Returns & Advisory

H&R Block; Mentor-on-the-Lake (OH); On-site; USD 20,000 - 30,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations. You will interview clients, offer personalized recommendations, and build trusted relationships while delivering empathetic, consultative service.

You’ll provide IRS support and audit guidance as needed, collaborating with team members in a local office to maintain a positive, client-focused environment and to maximize opportunities with H&R Block

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in client-facing, consultative roles
• Ability to explain tax concepts in client-friendly language
• Must meet IRS/state continuing education requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand finances and life changes
• Provide personalized tax recommendations and identify savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance
• Collaborate with team and maintain a client-focused office environment

Skills

Client interviewing

Tax knowledge

Communication skills

IRS/state requirements

Education

High school diploma / GED

Bachelor's degree in accounting or finance

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations. You will interview clients, offer personalized recommendations, and build trusted relationships while delivering empathetic, consultative service.

You’ll provide IRS support and audit guidance as needed, collaborating with team members in a local office to maintain a positive, client-focused environment and to maximize opportunities with H&R Block