Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal role in Summersville, WV. You will prepare complete, accurate tax returns for individuals and small businesses, and conduct client interviews to tailor recommendations and maximize savings.

You’ll deliver consultative service, advice on tax implications, and use Block’s training and technology to support clients, with an emphasis on accuracy, ethics, and client relationships as you build tax expertise.

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
• 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

Communication skills

Client-facing experience

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal role in Summersville, WV. You will prepare complete, accurate tax returns for individuals and small businesses, and conduct client interviews to tailor recommendations and maximize savings.

You’ll deliver consultative service, advice on tax implications, and use Block’s training and technology to support clients, with an emphasis on accuracy, ethics, and client relationships as you build tax expertise.