Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Monroeville (Allegheny County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in the Pittsburgh area is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses and to interview clients for personalized tax guidance.

You will build trusted client relationships, provide tax-saving recommendations, and support clients through IRS notices, with training and technology backing you. This is a seasonal, in-person role at a local office.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• 1+ year of tax preparation or related client-facing experience.
• Ability to explain tax concepts clearly to clients; continuing education required.
• CPA/EA credential preferred or pursuing with IRS guidelines.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Interview clients to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notice assistance, and audit guidance when needed.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Client communication

Consultative advisory

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Job description

H&R Block in the Pittsburgh area is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses and to interview clients for personalized tax guidance.

You will build trusted client relationships, provide tax-saving recommendations, and support clients through IRS notices, with training and technology backing you. This is a seasonal, in-person role at a local office.