Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Latrobe (Westmoreland County); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and offer personalized tax guidance. You’ll work in-person at a local H&R Block office and benefit from industry-leading training and tools.

A strong emphasis is placed on client relationships and proactive tax planning. With competitive hourly pay and an incentive plan, you’ll grow your tax expertise while serving clients and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/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
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• 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

Communication skills

Tax knowledge assessment

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and offer personalized tax guidance. You’ll work in-person at a local H&R Block office and benefit from industry-leading training and tools.

A strong emphasis is placed on client relationships and proactive tax planning. With competitive hourly pay and an incentive plan, you’ll grow your tax expertise while serving clients and