Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Puyallup (WA); On-site; USD 45,000 - 60,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns, and conduct in-depth client interviews to tailor recommendations.

You will build trusted relationships, provide tax-saving opportunities, and support clients with IRS notices and audit guidance as needed, supported by industry-leading training and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience working in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable 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

Client communication

Consultative service

Tax knowledge

Attention to detail

Interpersonal skills

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns, and conduct in-depth client interviews to tailor recommendations.

You will build trusted relationships, provide tax-saving opportunities, and support clients with IRS notices and audit guidance as needed, supported by industry-leading training and