Seasonal Tax Pro — Expert Returns & Client Advisory

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

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for the seasonal tax season in New York. You will prepare returns, interview clients, and deliver personalized tax savings advice in a fast-paced, client-focused local office.

This in-person role offers industry-leading training, an incentive plan, and the opportunity to grow in tax and financial services while building lasting client relationships.

Qualifications

• Minimum 1 year of tax prep or related experience with individual and business returns.
• Experience in client-facing, advisory roles and clear tax explanations.
• Must meet IRS/state continuing education and licensing requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and promote HR Block products.
• Provide IRS support, audit guidance, and notice resolution.
• Collaborate with team to maintain a positive client-focused office.

Skills

Strong communication

Client-facing experience

Tax knowledge

IRS/state requirements adherence

Explain tax concepts clearly

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

CPA/EA credential

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for the seasonal tax season in New York. You will prepare returns, interview clients, and deliver personalized tax savings advice in a fast-paced, client-focused local office.

This in-person role offers industry-leading training, an incentive plan, and the opportunity to grow in tax and financial services while building lasting client relationships.