Seasonal Tax Pro: Expert Returns & Savings

H&R Block, Inc.; Moraine (OH); On-site; USD 25,000 - 33,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to uncover tax implications, and offer personalized recommendations. You’ll build lasting client relationships, leverage leading training and technology, and participate in an incentive plan that rewards impact.

The role is in-person at a local H&R Block tax office with opportunities for growth in tax and financial services.

Qualifications

• Successful completion of the H&R 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 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

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 communication

Advisory experience

Attention to detail

IRS compliance

Education

High school diploma or GED

Bachelor’s degree in accounting, finance, or related field (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to uncover tax implications, and offer personalized recommendations. You’ll build lasting client relationships, leverage leading training and technology, and participate in an incentive plan that rewards impact.

The role is in-person at a local H&R Block tax office with opportunities for growth in tax and financial services.