Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lower Burrell (Westmoreland County); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block in Westmoreland County is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews and provide clear recommendations.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you build tax expertise and serve clients at a local office.

Qualifications

• Successful completion of HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing, consultative, or advisory roles.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

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 recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge

Client communication

IRS rules

Education

High school diploma or GED

Bachelor's degree preferred

Tools

GoSystem

Ultratax

Job description

H&R Block in Westmoreland County is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews and provide clear recommendations.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you build tax expertise and serve clients at a local office.