Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Marion (OH); On-site; USD 22,000 - 33,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, tailor recommendations, and deliver empathetic service while leveraging H&R Block training and technology.

This in-person role at a local H&R Block office emphasizes building lasting relationships, uncovering savings opportunities, and supporting clients through tax processes with guidance on related products.

Qualifications

• Must have completed H&R Block Tax Knowledge Assessment
• Minimum 1 year of tax prep/ bookkeeping experience
• Experience in client-facing, consultative role
• Ability to explain tax concepts in client-friendly language
• Must meet IRS/state continuing education requirements

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and maintain a positive client-focused office environment

Skills

Strong communication

Client-facing experience

Explain tax concepts clearly

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s in accounting/finance/related

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 prepare accurate returns for individuals and businesses. You will interview clients, tailor recommendations, and deliver empathetic service while leveraging H&R Block training and technology.

This in-person role at a local H&R Block office emphasizes building lasting relationships, uncovering savings opportunities, and supporting clients through tax processes with guidance on related products.