Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Hopewell Junction (NY); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients, conduct client interviews to understand financial situations, and identify tax savings opportunities with our training and tools. This in-person role is located at a local H&R Block tax office and offers competitive hourly pay with an incentive plan.

You'll build trusted client relationships, provide IRS support and audit guidance as needed, and collaborate with a team in a supportive

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• 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-facing experience

Strong communication

Interviewing clients

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients, conduct client interviews to understand financial situations, and identify tax savings opportunities with our training and tools. This in-person role is located at a local H&R Block tax office and offers competitive hourly pay with an incentive plan.

You'll build trusted client relationships, provide IRS support and audit guidance as needed, and collaborate with a team in a supportive