Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Westerville (OH); On-site; USD 22,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns for individuals and businesses, conduct client interviews to understand finances, and provide clear, personalized recommendations — supported by our training, technology, and incentive plan.

This in-person role at a local H&R Block tax office offers a path to grow in tax and financial services, meaningful seasonal work, and the opportunity

Qualifications

• 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 verbal and written communication skills, able to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct client interviews to understand financial situations and tax implications
• Provide tax savings opportunities and product recommendations
• Offer IRS support, notices assistance, and audit guidance
• Collaborate with team to maintain a positive, client-focused office environment

Skills

Client-facing experience

Communication skills

IRS/state requirements compliance

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem Tax

Ultratax

AI-enabled tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns for individuals and businesses, conduct client interviews to understand finances, and provide clear, personalized recommendations — supported by our training, technology, and incentive plan.

This in-person role at a local H&R Block tax office offers a path to grow in tax and financial services, meaningful seasonal work, and the opportunity