Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Warminster Township (Bucks County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, interviewing clients to understand their financial situation and delivering clear, personalized tax guidance using our training and technology.

This role is in-person at a local H&R Block tax office. You will build trusted client relationships, identify savings opportunities, and provide IRS notice support while collaborating with team members in a client-focused

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing advisory roles
• Strong communication skills, able to explain tax concepts clearly
• Must meet IRS/state continuing education requirements
• High school diploma or GED or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations
• Conduct in-depth client interviews to understand financials and tax implications; provide clear recommendations
• Build trusted client relationships and identify tax savings opportunities and product referrals
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a positive, client-focused office environment

Skills

Client communication

Tax knowledge

IRS/state compliance

Interviewing clients

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, interviewing clients to understand their financial situation and delivering clear, personalized tax guidance using our training and technology.

This role is in-person at a local H&R Block tax office. You will build trusted client relationships, identify savings opportunities, and provide IRS notice support while collaborating with team members in a client-focused