Seasonal Tax Pro — Expert Returns & Trusted Advisory

H&R Block, Inc.; Wellington (OH); On-site; USD 25,000 - 41,000; Full time

Job summary

H&R Block in Ohio is seeking a seasonal Experienced Tax Professional to serve clients with complex tax situations, prepare accurate returns, and uncover savings opportunities. You'll build trusted relationships while leveraging H&R Block training and technology to guide clients through tax considerations in a local office.

You'll conduct in-depth client interviews, explain tax concepts in clear language, and collaborate with team members to deliver proactive, personalized service.

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 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 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 facing

Communication skills

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block in Ohio is seeking a seasonal Experienced Tax Professional to serve clients with complex tax situations, prepare accurate returns, and uncover savings opportunities. You'll build trusted relationships while leveraging H&R Block training and technology to guide clients through tax considerations in a local office.

You'll conduct in-depth client interviews, explain tax concepts in clear language, and collaborate with team members to deliver proactive, personalized service.