Seasonal Tax Pro — Expert Returns & Client Savings

H&R Block, Inc.; Town of Persia (NY); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) plan

Associate Tax Prep benefit

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities.

You will deliver guidance with empathy, supported by our training and technology, in a local office. Successful candidates have at least 1 year of tax or related experience, strong communication skills, and the ability to work in a client-facing, advisory role.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields including individual and business returns.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication skills with ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax preparation

Client-facing advisory

Verbal & written communication

IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities.

You will deliver guidance with empathy, supported by our training and technology, in a local office. Successful candidates have at least 1 year of tax or related experience, strong communication skills, and the ability to work in a client-facing, advisory role.