Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.; Puyallup (WA); On-site; USD 24,000 - 110,000; Part time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare tax returns and advise clients in person at a local office.

You will conduct client interviews, identify tax savings opportunities, and provide guidance on IRS notices while delivering empathetic, consultative service. The role emphasizes building trusted relationships with clients, leveraging our training and technology, and participating in an incentive plan based on impact and performance.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative roles
• Must complete continuing education and meet IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financials and implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS notice assistance and audit guidance as needed
• Collaborate with team to maintain a client-focused office environment

Skills

Client-facing communication

Tax concepts explained clearly

Consultative advisory

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare tax returns and advise clients in person at a local office.

You will conduct client interviews, identify tax savings opportunities, and provide guidance on IRS notices while delivering empathetic, consultative service. The role emphasizes building trusted relationships with clients, leveraging our training and technology, and participating in an incentive plan based on impact and performance.