Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Strongsville (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns and deliver personalized advice. You will interview clients, analyze their financials, and identify savings opportunities while promoting H&R Block products.

The role emphasizes client care, training, and using advanced tax software. This in-person position offers a competitive hourly rate and an incentive plan tied to impact and tax expertise growth, with opportunities for career advancement in tax and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Experience in tax preparation for individuals and businesses.
• Strong client communication and advisory abilities.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to tailor recommendations.
• Identify tax savings opportunities and connect to H&R Block products.
• Provide IRS support, notices assistance, and audit guidance.
• Collaborate with teammates to maintain a client-focused office.

Skills

Communication

Client-facing

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools (Microsoft Copilot, ChatGPT)

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns and deliver personalized advice. You will interview clients, analyze their financials, and identify savings opportunities while promoting H&R Block products.

The role emphasizes client care, training, and using advanced tax software. This in-person position offers a competitive hourly rate and an incentive plan tied to impact and tax expertise growth, with opportunities for career advancement in tax and