Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Norton (OH); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and provide tax-saving guidance. You will work in-person at a local H&R Block tax office, collaborating with a team to deliver trusted, empathetic service.

You will leverage industry-leading training and technology, with opportunities for growth in tax and financial services, and an incentive plan tied to impact.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

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 and tax implications, then provide clear 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 and contribute to a positive, client-focused office environment.

Skills

Client communication

Tax knowledge

IRS/education requirements

Education

High school diploma / GED

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and provide tax-saving guidance. You will work in-person at a local H&R Block tax office, collaborating with a team to deliver trusted, empathetic service.

You will leverage industry-leading training and technology, with opportunities for growth in tax and financial services, and an incentive plan tied to impact.