Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Mason (OH); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients with complex tax situations, preparing accurate returns and offering personalized recommendations. You will interview clients, identify savings opportunities, and rely on H&R Block training and tools to deliver trusted advice in a local office environment.

The role emphasizes client-focused service, collaboration, and compliance with IRS/state requirements, with an incentive plan and competitive hourly rate for

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

Client facing

Communication

Continuing education

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients with complex tax situations, preparing accurate returns and offering personalized recommendations. You will interview clients, identify savings opportunities, and rely on H&R Block training and tools to deliver trusted advice in a local office environment.

The role emphasizes client-focused service, collaboration, and compliance with IRS/state requirements, with an incentive plan and competitive hourly rate for