Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Blanchester (OH); On-site; USD 35,000 - 52,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional in Ohio to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations. You’ll deliver empathetic, consultative service and leverage Block Next resources to support clients during tax season.

You will work in-person at a local H&R Block tax office, with a competitive hourly rate and incentive plan.

Qualifications

• Successful completion of the HR 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

Client communication

Tax knowledge

Attention to detail

Time management

Education

High school diploma/GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional in Ohio to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations. You’ll deliver empathetic, consultative service and leverage Block Next resources to support clients during tax season.

You will work in-person at a local H&R Block tax office, with a competitive hourly rate and incentive plan.