Seasonal Tax Pro: In-Person Client Advisor

H&R Block; Springfield (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax needs. You will interview clients, identify tax-saving opportunities, and advise on applicable products and services in a local, in-office setting.

You will work with a supportive team, leveraging industry-leading training and technology to deliver personalized service. A competitive hourly rate and incentive plan reward your impact as you grow in tax expertise and client

Qualifications

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

Client communication

IRS knowledge

Interviewing clients

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or EA credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax needs. You will interview clients, identify tax-saving opportunities, and advise on applicable products and services in a local, in-office setting.

You will work with a supportive team, leveraging industry-leading training and technology to deliver personalized service. A competitive hourly rate and incentive plan reward your impact as you grow in tax expertise and client