Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Lake Ronkonkoma (NY); On-site; USD 23,000 - 110,000; 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 accurate returns and uncover savings opportunities for clients in a local office. You will interview clients, assess tax implications, and build lasting client relationships, backed by training and technology.

This in-person role offers an hourly pay rate with incentives and opportunities to grow in tax and financial services within a collaborative team.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Client-facing experience and consultative advisory skills are required.
• Must complete continuing education and meet IRS and state requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations (individual and business).
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused environment.

Skills

Communication skills

Client interviewing

Verbal and written skills

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

CPA or EA certification (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities for clients in a local office. You will interview clients, assess tax implications, and build lasting client relationships, backed by training and technology.

This in-person role offers an hourly pay rate with incentives and opportunities to grow in tax and financial services within a collaborative team.