Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; MIDDLETOWN (OH); On-site; USD 35,000 - 55,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for in-person, seasonal work at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations.

You’ll build relationships through empathetic, consultative service and utilize industry training and technology to support clients. The role emphasizes accurate tax preparation, client communication, and collaboration with

Qualifications

• Minimum 1 year of experience in tax preparation or related field
• Experience in client-facing advisory roles preferred
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required
• Experience with individual and business returns preferred

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 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 prep

Client advisory

Communication

IRS compliance

Education

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for in-person, seasonal work at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations.

You’ll build relationships through empathetic, consultative service and utilize industry training and technology to support clients. The role emphasizes accurate tax preparation, client communication, and collaboration with