Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Upper Sandusky (OH); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) Plan

Life Insurance

Wellness programs

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Ohio to prepare complete, accurate tax returns for individuals and businesses, and to conduct in-depth client interviews to tailor recommendations.

You will build trusted client relationships, identify tax savings opportunities, provide IRS support and audit guidance, and collaborate with a team in a client-focused, in-person office environment that offers industry-leading training and competitive pay.

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

Client-facing experience

Verbal and written communication

Advisory/consultative experience

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem or Ultratax

AI-powered tools (Copilot / ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Ohio to prepare complete, accurate tax returns for individuals and businesses, and to conduct in-depth client interviews to tailor recommendations.

You will build trusted client relationships, identify tax savings opportunities, provide IRS support and audit guidance, and collaborate with a team in a client-focused, in-person office environment that offers industry-leading training and competitive pay.