Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations.

You will prepare accurate returns, interview clients to assess financial situations, and deliver personalized recommendations in person at a local H&R Block office. You will build trusted client relationships, uncover tax-saving opportunities, and provide guidance on notices and audits, backed by comprehensive training and technology.

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

Communication skills

Client-facing experience

Tax knowledge

Continuing education

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations.

You will prepare accurate returns, interview clients to assess financial situations, and deliver personalized recommendations in person at a local H&R Block office. You will build trusted client relationships, uncover tax-saving opportunities, and provide guidance on notices and audits, backed by comprehensive training and technology.