Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; New Brighton (Beaver County); On-site; USD 28,000 - 48,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities for clients in a local tax office. You will guide clients through complex tax situations with expert interviews and personalized recommendations.

The role emphasizes in-person client service, ongoing training, and use of leading tax technology. Prior tax experience and knowledge of IRS processes are valued as you help clients navigate yearly changes and stay compliant.

Qualifications

• 1 year of experience in tax preparation or related field.
• Experience in client-facing, advisory roles.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations, including individuals and businesses.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide clear, personalized recommendations and identify tax savings opportunities and products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a client-focused office environment.

Skills

Communication skills

Education

High school diploma or equivalent

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities for clients in a local tax office. You will guide clients through complex tax situations with expert interviews and personalized recommendations.

The role emphasizes in-person client service, ongoing training, and use of leading tax technology. Prior tax experience and knowledge of IRS processes are valued as you help clients navigate yearly changes and stay compliant.