Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Buffalo (NY); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block in Buffalo, NY is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and provide personalized recommendations.

You will build trusted client relationships, identify tax savings opportunities, and support clients with IRS notices and audit guidance.

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree in accounting/finance preferred.
• CPA or EA credential preferred; IRS Circular 230 credentials valued.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individual and business).
• Conduct in-depth client interviews to understand finances and tax implications, then provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and product options.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Communication skills

Client-facing experience

Tax knowledge

Education

High school diploma / GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Buffalo, NY is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and provide personalized recommendations.

You will build trusted client relationships, identify tax savings opportunities, and support clients with IRS notices and audit guidance.