Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Town of Ossining (NY); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships through empathetic, consultative service in a local office.

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

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• At least 1 year of tax preparation/related experience
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• High school diploma or GED required

Responsibilities

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

Skills

Verbal communication

Written communication

Client-facing experience

Education

High school diploma / GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem or UltraTax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships through empathetic, consultative service in a local office.

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