Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lancaster (OH); On-site; USD 21,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Paid training and certification

Employee discounts

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in a local tax office. You will interview clients to understand their financial situations and provide personalized tax recommendations, including potential savings opportunities and HR Block products.

The role emphasizes client-focused service, IRS notice support, and collaboration with team members to deliver high-quality tax support this tax season.

Qualifications

• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing advisory roles.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS and state requirements for continuing education.

Responsibilities

• Prepare complete and accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations.
• Provide tax savings recommendations and discuss HR Block products.
• Offer IRS notice support and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Tax knowledge

Client advisory

Communication skills

IRS rules

Team collaboration

Education

Bachelor's degree preferred

High school diploma / GED

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in a local tax office. You will interview clients to understand their financial situations and provide personalized tax recommendations, including potential savings opportunities and HR Block products.

The role emphasizes client-focused service, IRS notice support, and collaboration with team members to deliver high-quality tax support this tax season.