Seasonal Tax Pro: Expert Returns & Savings Guidance

H&R Block; Hamilton (OH); On-site; USD 30,000 - 36,000; Part time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations at a local tax office.

You will interview clients to understand financial changes and provide clear recommendations while building lasting relationships and offering relevant products and services. The role emphasizes client service and tax accuracy in a collaborative team setting.

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 working 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
• High school diploma / GED / equivalent 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 relevant HR 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

Client communication

Tax knowledge

IRS/state compliance

Advisory experience

Education

High school diploma or GED

Tax Knowledge Assessment completion

Tools

GoSystem

Ultratax

AI tools

COPILOT/ChatGPT familiarity

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations at a local tax office.

You will interview clients to understand financial changes and provide clear recommendations while building lasting relationships and offering relevant products and services. The role emphasizes client service and tax accuracy in a collaborative team setting.