Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; New Bethlehem (PA); On-site; USD 28,000 - 44,000; Full time

Benefits offered by this job

Training and certification support

Incentive program

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, interview clients, uncover savings, and provide advisory service, supported by training and technology.

This is an in-person role at a local tax office. The role involves preparing tax returns for individuals and businesses, conducting client interviews, building trusted relationships, and collaborating with a team to deliver empathetic service.

Qualifications

• 1+ year of tax preparation or related experience.
• Experience preparing individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong ability to explain tax concepts in client-friendly language.
• Must meet IRS and state continuing education requirements.
• High school diploma or GED is required.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Interview clients to understand financial situations and tax implications.
• Identify tax savings opportunities and promote HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team members to maintain a client-focused office environment.

Skills

Verbal communication

Written communication

Client-facing

Tax knowledge

Education

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, interview clients, uncover savings, and provide advisory service, supported by training and technology.

This is an in-person role at a local tax office. The role involves preparing tax returns for individuals and businesses, conducting client interviews, building trusted relationships, and collaborating with a team to deliver empathetic service.