Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Dover (OH); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly pay

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and deliver personalized recommendations. You will use your expertise to prepare accurate returns for individuals and businesses, supported by industry-leading training and technology, in a local tax office.

You will conduct client interviews, identify tax savings opportunities, and build lasting relationships while providing IRS support and audit guidance as needed.

Qualifications

• Successful completion of the HR 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

Communication (verbal & written)

Client facing

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and deliver personalized recommendations. You will use your expertise to prepare accurate returns for individuals and businesses, supported by industry-leading training and technology, in a local tax office.

You will conduct client interviews, identify tax savings opportunities, and build lasting relationships while providing IRS support and audit guidance as needed.