Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Bluefield (VA); On-site; USD 17,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

In-person work at local tax office

Job summary

H&R Block, Inc. is seeking a seasoned Experienced Tax Professional to prepare complex tax returns and advise clients in various scenarios. You will interview clients to understand finances, offer personalized recommendations, and pursue tax savings opportunities with the support of leading tools and training.

This in-person role emphasizes client service, accuracy, and collaboration within a team-focused office environment, with an incentive plan rewarding impact and growth in tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS and state continuing education requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and provide recommendations.
• Identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team members and maintain a client-focused office environment.

Skills

Tax preparation

Client communication

IRS/state requirements

Verbal and written communication

Education

Bachelor's degree in accounting, finance or related field

High school diploma / GED / equivalent

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasoned Experienced Tax Professional to prepare complex tax returns and advise clients in various scenarios. You will interview clients to understand finances, offer personalized recommendations, and pursue tax savings opportunities with the support of leading tools and training.

This in-person role emphasizes client service, accuracy, and collaboration within a team-focused office environment, with an incentive plan rewarding impact and growth in tax expertise.