Seasonal Tax Pro: Expert Returns and Client Advisory

H&R Block, Inc.; Morrisville (Bucks County); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

In-person office location

Incentive plan

Competitive pay

Comprehensive benefits

Job summary

H&R Block, Inc. in Morrisville, PA is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations in a local, in-person office.

You will interview clients to understand financial circumstances, identify tax savings opportunities, and deliver personalized recommendations with clear communication and support from the team.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• At least 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative, or advisory roles
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Verbal and written communication

Client facing

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. in Morrisville, PA is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations in a local, in-person office.

You will interview clients to understand financial circumstances, identify tax savings opportunities, and deliver personalized recommendations with clear communication and support from the team.