Seasonal Tax Pro - Expert Returns and Client Advisory

H&R Block; Verona (Allegheny County); On-site; USD 3,031,000 - 3,857,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional who will prepare complete, accurate tax returns for individuals and businesses, and conduct in-depth client interviews to understand financial situations.

You will build trusted client relationships, deliver empathetic service, identify tax savings opportunities and relevant products, provide IRS support as needed, and collaborate with a team in a welcoming, client-focused office.

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

Client communication

Interviewing

Tax knowledge

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional who will prepare complete, accurate tax returns for individuals and businesses, and conduct in-depth client interviews to understand financial situations.

You will build trusted client relationships, deliver empathetic service, identify tax savings opportunities and relevant products, provide IRS support as needed, and collaborate with a team in a welcoming, client-focused office.