Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Huber Heights (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities at a local tax office.

You will interview clients, deliver guidance, and build lasting relationships while collaborating with a team and leveraging training and technology, with a competitive hourly rate and incentive plan.

Qualifications

• 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 in a client-facing, consultative, or advisory role.
• 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 preparation

Client interviews

IRS knowledge

Communication skills

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities at a local tax office.

You will interview clients, deliver guidance, and build lasting relationships while collaborating with a team and leveraging training and technology, with a competitive hourly rate and incentive plan.