Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Deer Park (NY); On-site; USD 39,000 - 110,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) plan

Employee Assistance Program

Associate discount program

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and deliver personalized tax guidance at a local tax office. You will build lasting client relationships and help clients uncover tax savings opportunities while leveraging the company’s training and technology.

The role emphasizes in-person client engagement, adherence to IRS/state requirements, and collaboration with teammates to ensure a high-quality client experience.

Qualifications

• 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

Tax knowledge

Tax preparation

Client facing

Communication skills

IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA or EA (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and deliver personalized tax guidance at a local tax office. You will build lasting client relationships and help clients uncover tax savings opportunities while leveraging the company’s training and technology.

The role emphasizes in-person client engagement, adherence to IRS/state requirements, and collaboration with teammates to ensure a high-quality client experience.