Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lexington (VA); On-site; USD 18,000 - 110,000; Part time

Benefits offered by this job

Competitive pay

In-office support and training

Incentive plan

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional in Lexington, VA. You will prepare complex tax returns and interview clients to understand their financial situations, offering personalized recommendations and tax-saving opportunities.

This in-person role includes training and access to industry-leading tools to ensure accurate filings. You will build trusted client relationships, provide IRS and audit support as needed, and collaborate with a supportive team in a busy office

Qualifications

• Successful 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 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

Tax Knowledge Assessment

Tax preparation experience

Client-facing

Communication skills

Education

Bachelor's degree in accounting or finance

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional in Lexington, VA. You will prepare complex tax returns and interview clients to understand their financial situations, offering personalized recommendations and tax-saving opportunities.

This in-person role includes training and access to industry-leading tools to ensure accurate filings. You will build trusted client relationships, provide IRS and audit support as needed, and collaborate with a supportive team in a busy office