Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is hiring a Seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and deliver personalized recommendations in a local tax office.

Join a team that emphasizes client relationships, training, and technology-driven tax services. The role is in-person at the office, with an hourly pay structure and incentive plans tied to impact and tax expertise development.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles.
• Strong communication skills in explaining tax concepts to clients.
• Must complete continuing education and state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a positive client-focused office environment.

Skills

Client-facing communication

Tax knowledge

Explain tax concepts

Interview clients

Detail oriented

Education

Bachelor's degree in accounting or related

CPA/EA (preferred)

Tools

GoSystem or UltraTax

Job description

H&R Block is hiring a Seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and deliver personalized recommendations in a local tax office.

Join a team that emphasizes client relationships, training, and technology-driven tax services. The role is in-person at the office, with an hourly pay structure and incentive plans tied to impact and tax expertise development.