Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Strongsville (OH); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in-person at a local tax office. You will interview clients, identify tax savings, and deliver compliant tax guidance with support from industry-leading training and technology.

The role emphasizes client-focused service, collaboration with teammates, and ongoing education to meet IRS/state requirements. A strong emphasis on accuracy and advisory communication is essential.

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 working in a client facing, consultative, or advisory role
• 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

Communication

Client facing

Tax knowledge

IRS rules

Attention to detail

Education

Bachelor’s degree in accounting

High school diploma

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in-person at a local tax office. You will interview clients, identify tax savings, and deliver compliant tax guidance with support from industry-leading training and technology.

The role emphasizes client-focused service, collaboration with teammates, and ongoing education to meet IRS/state requirements. A strong emphasis on accuracy and advisory communication is essential.