Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Alliance (OH); On-site; USD 25,000 - 40,000; 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 tax situations. You will interview clients to understand finances, provide personalized recommendations, and identify tax savings opportunities.

The role emphasizes empathetic, consultative service and collaboration within a team to maintain a positive, client-focused office environment. In-person at a local H&R Block tax office, with training and incentive plans.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1.
• 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 assessment

Tax preparation experience

Client interviewing

Communication skills

IRS/state compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI 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 tax situations. You will interview clients to understand finances, provide personalized recommendations, and identify tax savings opportunities.

The role emphasizes empathetic, consultative service and collaboration within a team to maintain a positive, client-focused office environment. In-person at a local H&R Block tax office, with training and incentive plans.