Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block; New Wilmington (Lawrence County); On-site; USD 25,000 - 39,000; Part time

Job summary

HR Block is seeking an Experienced Tax Professional for the local office. You will prepare complete tax returns for individuals and businesses, conduct client interviews to assess financial situations, and offer personalized recommendations to maximize savings.

In-person client service and collaboration with the team are key to success. The role emphasizes delivering empathetic, consultative service with opportunities to grow in tax and financial services, backed by training and an incentive

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 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, including ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet all IRS and state requirements.
• High school diploma or GED 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 HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client facing experience

Communication skills

Tax knowledge

Education

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

HR Block is seeking an Experienced Tax Professional for the local office. You will prepare complete tax returns for individuals and businesses, conduct client interviews to assess financial situations, and offer personalized recommendations to maximize savings.

In-person client service and collaboration with the team are key to success. The role emphasizes delivering empathetic, consultative service with opportunities to grow in tax and financial services, backed by training and an incentive