Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Town of Dix (NY); On-site; USD 33,000 - 166,000; Part time

Benefits offered by this job

Incentive plan

Training and development

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients to understand finances and provide personalized recommendations while delivering empathetic, consultative service.

This in-person role at a local H&R Block tax office offers industry-leading training, technology, and an incentive plan that rewards impact as you grow your tax expertise and serve clients.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative or advisory roles
• Strong oral and written communication, ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and maintain a positive, client-focused office environment

Skills

Client communication

Interviewing clients

Tax concepts explanation

IRS/state requirements knowledge

Continued education compliance

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients to understand finances and provide personalized recommendations while delivering empathetic, consultative service.

This in-person role at a local H&R Block tax office offers industry-leading training, technology, and an incentive plan that rewards impact as you grow your tax expertise and serve clients.