Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Yakima (WA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to serve clients in complex tax situations, preparing accurate returns and offering tailored recommendations. You will work at a local H&R Block office, delivering empathetic, consultative service and helping clients uncover tax savings while using industry-leading training and technology.

As a trusted advisor, you will interview clients, build relationships, and provide IRS support as needed.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience 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

Tax knowledge

Client interviewing

Communication skills

IRS/state requirements

Attention to detail

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to serve clients in complex tax situations, preparing accurate returns and offering tailored recommendations. You will work at a local H&R Block office, delivering empathetic, consultative service and helping clients uncover tax savings while using industry-leading training and technology.

As a trusted advisor, you will interview clients, build relationships, and provide IRS support as needed.