Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Town of Dix (NY); On-site; USD 22,000 - 110,000; Part time

Benefits offered by this job

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, while interviewing clients to understand financial situations and offer personalized recommendations. You will help identify tax savings opportunities and support clients with tax notices and IRS issues.

The role emphasizes client-focused service, collaboration within a local office, and ongoing education to stay current with tax laws.

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

Verbal communication

Written communication

Client facing

Tax knowledge assessment

Tax preparation experience

Education

High school diploma/GED/equivalent

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, while interviewing clients to understand financial situations and offer personalized recommendations. You will help identify tax savings opportunities and support clients with tax notices and IRS issues.

The role emphasizes client-focused service, collaboration within a local office, and ongoing education to stay current with tax laws.