Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Longview (WA); On-site; USD 24,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations.

You will conduct thorough client interviews, offer personalized recommendations, and help clients maximize tax savings in a local Block office. The role emphasizes client-focused service with training and access to advanced tax software, working in-person at a local tax office in Washington.

Qualifications

• Must pass enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience 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 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 preparation

Client-facing

Communication

IRS requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations.

You will conduct thorough client interviews, offer personalized recommendations, and help clients maximize tax savings in a local Block office. The role emphasizes client-focused service with training and access to advanced tax software, working in-person at a local tax office in Washington.