Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Bridgeville (Allegheny County); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and recommend tax-saving opportunities using our training and technology.

This role emphasizes client-facing service, collaboration with teammates, and adherence to IRS and state requirements.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED 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 HR 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 preparation

Client-facing

Communication skills

Attention to detail

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and recommend tax-saving opportunities using our training and technology.

This role emphasizes client-facing service, collaboration with teammates, and adherence to IRS and state requirements.