Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Cleveland (OH); On-site; USD 15,000 - 110,000; Full time

Job summary

H&R Block in Cleveland, OH is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. You’ll build trusted relationships and identify tax savings opportunities, backed by leading training and technology.

This in-person role offers a competitive hourly rate, an incentive plan based on impact, and opportunities to grow in tax and financial services while serving diverse

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 working 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 all other IRS and applicable 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, 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

Client-facing

Communication

Tax preparation

IRS knowledge

Interviewing clients

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Cleveland, OH is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. You’ll build trusted relationships and identify tax savings opportunities, backed by leading training and technology.

This in-person role offers a competitive hourly rate, an incentive plan based on impact, and opportunities to grow in tax and financial services while serving diverse