Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Town of Herkimer (NY); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan

Medical coverage

Prescription drug coverage

Employee Assistance Program

Fitness center programs

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses and to interview clients to understand their financial situations. You will provide personalized recommendations and build trusted client relationships in a supportive, in-office environment.

The role offers industry-leading training, competitive hourly rates, and an incentive plan that rewards impact as you grow tax expertise and serve clients locally.

Qualifications

• Minimum 1 year of experience in tax preparation or related field
• Experience preparing individual and business returns
• Experience in a client-facing or advisory role
• Strong verbal and written communication, ability to explain tax concepts clearly
• Must meet IRS and state continuing education requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax-saving opportunities
• Provide IRS support and audit guidance as needed
• Collaborate with team and contribute to a client-focused office environment

Skills

Tax knowledge

Client communication

IRS/state requirements

Interviewing clients

Detail-oriented

Education

High school diploma or GED

Bachelor’s degree (preferred)

CPA/EA (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses and to interview clients to understand their financial situations. You will provide personalized recommendations and build trusted client relationships in a supportive, in-office environment.

The role offers industry-leading training, competitive hourly rates, and an incentive plan that rewards impact as you grow tax expertise and serve clients locally.