Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Edinboro (Erie County); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Paid training

Job summary

H&R Block in Erie County, Edinboro, seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships. You will prepare accurate returns for individuals and businesses, conduct client interviews, and provide personalized recommendations.

The role offers a competitive hourly rate, paid training, and an incentive plan tied to impact and performance. The position is in-person at a local H&R Block tax office, with a focus on delivering

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

Tax knowledge

Client interviews

Consultative service

Financial recommendations

IRS notice support

Education

High school diploma or GED

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block in Erie County, Edinboro, seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships. You will prepare accurate returns for individuals and businesses, conduct client interviews, and provide personalized recommendations.

The role offers a competitive hourly rate, paid training, and an incentive plan tied to impact and performance. The position is in-person at a local H&R Block tax office, with a focus on delivering