Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Mount Vernon (WA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns, and uncover savings opportunities, backed by industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes empathetic, consultative service, building lasting client relationships and providing personalized recommendations while supporting IRS notice guidance and audit assistance as needed.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• At least 1 year of experience in tax preparation or related field, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/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 assessment

Tax preparation experience

Client-facing advisory

Clear communication

Continuing education

High school diploma

Education

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

High School diploma or GED

Tools

GoSystem or Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns, and uncover savings opportunities, backed by industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes empathetic, consultative service, building lasting client relationships and providing personalized recommendations while supporting IRS notice guidance and audit assistance as needed.