Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block; Belle Vernon (Fayette County); On-site; USD 21,000 - 39,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

Training & development

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and small businesses. You will interview clients to understand their finances and provide clear recommendations.

You will build trusted client relationships, offer tax-saving opportunities and relevant H&R Block products, and provide IRS support and audit guidance as needed.

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.

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 communication

IRS/state requirements

Analytical skills

Team collaboration

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and small businesses. You will interview clients to understand their finances and provide clear recommendations.

You will build trusted client relationships, offer tax-saving opportunities and relevant H&R Block products, and provide IRS support and audit guidance as needed.