Seasonal Tax Pro: In-Person Client Advisor & Returns

H&R Block, Inc.; Battle Ground (WA); On-site; USD 24,000 - 110,000; Full time

Job summary

H&R Block, Inc. in Battle Ground, WA is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and small businesses.

You will interview clients, assess their financial situations, and provide personalized recommendations to maximize savings while ensuring compliance with tax law. The role emphasizes client-facing consultation, building trusted relationships, and collaborating with the local office team.

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

Job description

H&R Block, Inc. in Battle Ground, WA is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and small businesses.

You will interview clients, assess their financial situations, and provide personalized recommendations to maximize savings while ensuring compliance with tax law. The role emphasizes client-facing consultation, building trusted relationships, and collaborating with the local office team.