Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Madison Heights (VA); On-site; USD 66,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for in-person service at a local tax office. You will prepare complex returns, interview clients to understand financial changes, and deliver personalized tax-saving recommendations while building trusted relationships. Training and technology support enable success.

This seasonal role emphasizes accurate returns, IRS support, and client-focused service, with an incentive plan reflecting impact and growth in tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• 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 and ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED is required

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations (individual and business)
• Conduct in-depth client interviews to assess financial situations and tax implications
• Provide personalized tax-saving recommendations and cross-sell relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Tax preparation

Client communication

Advisory experience

IRS/state requirements knowledge

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for in-person service at a local tax office. You will prepare complex returns, interview clients to understand financial changes, and deliver personalized tax-saving recommendations while building trusted relationships. Training and technology support enable success.

This seasonal role emphasizes accurate returns, IRS support, and client-focused service, with an incentive plan reflecting impact and growth in tax expertise.