Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block, Inc.; Albion (Erie County); On-site; USD 1,100 - 1,600; Part time

Job summary

H&R Block, Inc. in Erie, PA is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients through complex tax situations. You’ll interview clients, identify savings opportunities, and deliver clear recommendations using our training and technology.

This in-person role offers a competitive hourly rate with an incentive plan, growth opportunities in tax and financial services, and a supportive, client-focused office culture.

Qualifications

• Minimum 1 year of experience in tax preparation or related field, including individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills; ability to explain tax concepts in client-friendly language
• 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, 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 clients

Tax knowledge

Team collaboration

IRS compliance

Education

Bachelor's degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in Erie, PA is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients through complex tax situations. You’ll interview clients, identify savings opportunities, and deliver clear recommendations using our training and technology.

This in-person role offers a competitive hourly rate with an incentive plan, growth opportunities in tax and financial services, and a supportive, client-focused office culture.