Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Souderton (Montgomery County); On-site; USD 25,000 - 39,000; 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 tax returns, interview clients to understand financial situations, and provide personalized recommendations while leveraging training and technology to optimize client savings.

The role offers an hourly rate with an incentive plan and opportunities to grow in tax and financial services within a supportive, 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 client-facing, consultative, or advisory roles

Responsibilities

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

Skills

Tax knowledge

Client communication

IRS regulations

Education

High school diploma

Tools

GoSystem

Ultratax

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 tax returns, interview clients to understand financial situations, and provide personalized recommendations while leveraging training and technology to optimize client savings.

The role offers an hourly rate with an incentive plan and opportunities to grow in tax and financial services within a supportive, client-focused office environment.