Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Middleburg Heights (OH); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Training and development

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office in Middleburg Heights, OH.

You will prepare complete tax returns for individuals and businesses, interview clients, and offer personalized recommendations to optimize savings while ensuring compliance. You will use industry-leading training and technology, with a competitive hourly rate and an incentive plan rewarding impact as you build tax expertise and client relationships.

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 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

Client-facing communication

Interpersonal skills

Tax knowledge

Advisory mindset

Attention to detail

IRS rules knowledge

Verbal and written communication

Experience in tax preparation

Consultative selling

Education

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA) credential

High school diploma / GED / equivalent

Tools

GoSystem

UltrasTAX

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office in Middleburg Heights, OH.

You will prepare complete tax returns for individuals and businesses, interview clients, and offer personalized recommendations to optimize savings while ensuring compliance. You will use industry-leading training and technology, with a competitive hourly rate and an incentive plan rewarding impact as you build tax expertise and client relationships.