Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Sunnyside (NY); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients in-person at a local New York tax office. You will prepare accurate tax returns for individuals and businesses, interview clients to capture life changes, and deliver personalized recommendations while offering tax savings opportunities and HR Block products.

The role includes IRS support and audit guidance, with teamwork and a positive office environment.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative or advisory role
• Strong verbal and written communication skills

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• 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 HR 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 skills

Time management

Attention to detail

Education

High school diploma / GED

Bachelor's degree in accounting or related field

Tools

GoSystem

UltraTax

AI tools (Copilot)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients in-person at a local New York tax office. You will prepare accurate tax returns for individuals and businesses, interview clients to capture life changes, and deliver personalized recommendations while offering tax savings opportunities and HR Block products.

The role includes IRS support and audit guidance, with teamwork and a positive office environment.