Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Lacey (WA); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will interview clients to understand finances, life changes, and tax implications, then provide clear, personalized recommendations.

You’ll build trusted client relationships with empathetic service, identify tax savings opportunities and relevant H&R Block products, and support

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

Tax concepts

Attention to detail

Advisory communication

IRS rules understanding

Professional presentation

Education

High school diploma or GED

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will interview clients to understand finances, life changes, and tax implications, then provide clear, personalized recommendations.

You’ll build trusted client relationships with empathetic service, identify tax savings opportunities and relevant H&R Block products, and support