Seasonal Tax Pro: Expert Returns and Client Advisory

H&R Block; Willoughby (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conducting client interviews to understand financial situations and provide personalized recommendations.

You’ll build trusted client relationships, identify tax-saving opportunities, and use our training and technology to deliver compliant, high-quality service. This in-person role emphasizes client care and accuracy in a supportive office environment.

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-facing communication

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem or Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conducting client interviews to understand financial situations and provide personalized recommendations.

You’ll build trusted client relationships, identify tax-saving opportunities, and use our training and technology to deliver compliant, high-quality service. This in-person role emphasizes client care and accuracy in a supportive office environment.