Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Bensalem Township (Bucks County); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to help clients navigate complex tax situations, preparing accurate returns and uncovering savings opportunities. You will build lasting relationships and leverage leading training and technology to serve clients in a local tax office.

The role emphasizes in-person client interactions, detailed tax evaluation, and delivering clear recommendations with an emphasis on tax savings and compliance. Seasonal, with incentive potential based on impact.

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

Communication skills

Client-facing experience

IRS continuing education

Explain tax concepts clearly

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional to help clients navigate complex tax situations, preparing accurate returns and uncovering savings opportunities. You will build lasting relationships and leverage leading training and technology to serve clients in a local tax office.

The role emphasizes in-person client interactions, detailed tax evaluation, and delivering clear recommendations with an emphasis on tax savings and compliance. Seasonal, with incentive potential based on impact.