Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; City of Middletown (NY); On-site; USD 22,000 - 110,000; Part time

Job summary

H&R Block in Middletown, NY is seeking an Experienced Tax Professional for the seasonal role. You will prepare complete tax returns, interview clients, and deliver personalized recommendations using our training and technology.

This in-person role offers competitive pay, an incentive plan, and opportunities to grow in tax and financial services while helping clients navigate complex tax situations.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment

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

Communication

Client-facing

Tax expertise

IRS knowledge

Education

Bachelor’s degree

High school diploma

Tools

GoSystem

Ultratax

Job description

H&R Block in Middletown, NY is seeking an Experienced Tax Professional for the seasonal role. You will prepare complete tax returns, interview clients, and deliver personalized recommendations using our training and technology.

This in-person role offers competitive pay, an incentive plan, and opportunities to grow in tax and financial services while helping clients navigate complex tax situations.