Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block

Port Townsend (WA)

On-site

USD 23,000 - 110,000

Full time

6 days ago
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Job summary

H&R Block in WA is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and provide personalized recommendations for tax savings.

You will build trusted client relationships, deliver empathetic service, and collaborate with team members in a client-focused office environment.

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment
  • Minimum 1 year of experience in tax preparation or related field
  • Experience in a client-facing, consultative, or advisory role
  • Strong verbal and written communication; ability to explain tax concepts clearly
  • Must complete continuing education and meet IRS/state requirements
  • High school diploma or equivalent required

Responsibilities

  • Prepare complete, accurate tax returns for individuals and businesses
  • Conduct in-depth client interviews to understand financial situations and tax implications
  • Build trusted client relationships and identify tax savings opportunities
  • Provide IRS support, tax notice assistance, and audit guidance as needed
  • Collaborate with team and maintain a positive, client-focused office environment

Skills

Client-facing
Communication
IRS knowledge
Audit support

Education

High school diploma / GED / equivalent
Bachelor’s degree in accounting, finance or related field
CPA or Enrolled Agent (EA) preferred

Tools

GoSystem
Ultratax
AI tools (Copilot, ChatGPT)

Job description

H&R Block in WA is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and provide personalized recommendations for tax savings.

You will build trusted client relationships, deliver empathetic service, and collaborate with team members in a client-focused office environment.

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