Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Columbiana (OH); On-site; USD 22,000 - 36,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, conduct client interviews, and offer personalized recommendations to uncover savings opportunities.

You will build trusted relationships and deliver empathetic service, supported by industry-leading training, technology, and an incentive plan tied to impact as you grow tax expertise and serve clients in a local office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Must meet IRS/state continuing education and requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financial life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team and contribute to a positive office environment.

Skills

Client-facing

Communication

Advisory

Problem solving

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, conduct client interviews, and offer personalized recommendations to uncover savings opportunities.

You will build trusted relationships and deliver empathetic service, supported by industry-leading training, technology, and an incentive plan tied to impact as you grow tax expertise and serve clients in a local office environment.