Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Centereach (NY); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

401(k) plan

Associate Tax Prep benefit

Business Travel Accident Insurance

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients through complex tax situations. You will interview clients to assess finances and life changes, then deliver personalized recommendations while building lasting relationships.

The role is in-person at a local H&R Block tax office, offering training, support, and opportunities to grow within tax and financial services. Expect a competitive hourly rate and incentive plans 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 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 IRS/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 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

Tax knowledge assessment

Client-facing experience

Communication skills

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients through complex tax situations. You will interview clients to assess finances and life changes, then deliver personalized recommendations while building lasting relationships.

The role is in-person at a local H&R Block tax office, offering training, support, and opportunities to grow within tax and financial services. Expect a competitive hourly rate and incentive plans based on impact.