Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Wellsboro (Tioga County); On-site; USD 28,000 - 48,000; 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 for individuals and businesses, interview clients to understand finances, and offer personalized tax-saving recommendations, supported by comprehensive training and tools.

The role emphasizes client service, opportunity to grow in tax and financial services, and is in-person at a local H&R Block tax office.

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.
• 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

Verbal communication

Written communication

Client facing

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related field

Tools

GoSystem

UltrasTax

Microsoft 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 for individuals and businesses, interview clients to understand finances, and offer personalized tax-saving recommendations, supported by comprehensive training and tools.

The role emphasizes client service, opportunity to grow in tax and financial services, and is in-person at a local H&R Block tax office.