Seasonal Tax Pro: Impactful Client Advisory

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

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal in-person role at a local tax office in Washington.

You will prepare complete tax returns, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings while guiding clients through tax implications. You will build strong client relationships with empathetic, consultative service and provide IRS support and audit guidance as needed.

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

Client facing communication

Advisory approach

IRS/State rules knowledge

Education

High school diploma or GED

Bachelor’s degree (preferred)

CPA/EA or IRS Circular 230 credential (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal in-person role at a local tax office in Washington.

You will prepare complete tax returns, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings while guiding clients through tax implications. You will build strong client relationships with empathetic, consultative service and provide IRS support and audit guidance as needed.