Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Flanders (NJ); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse tax situations in person at a local office.

You will interview clients to understand financial situations and provide personalized recommendations, while building trusted relationships and identifying tax savings opportunities. You will also provide IRS support, tax notice assistance, and audit guidance as needed, collaborating with team members to maintain a

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

Client communication

Explain tax concepts

Interpersonal skills

Advisory mindset

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance related field

Tools

GoSystem/UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse tax situations in person at a local office.

You will interview clients to understand financial situations and provide personalized recommendations, while building trusted relationships and identifying tax savings opportunities. You will also provide IRS support, tax notice assistance, and audit guidance as needed, collaborating with team members to maintain a