Seasonal Tax Pro — In-Person with Incentives

H&R Block, Inc.; Mount Vernon (WA); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to assist clients with complex tax situations and accurate returns. You will interview clients, recommend tax-saving opportunities, and deliver consultative service in a local H&R Block office.

You will provide IRS support, collaborate with team, and contribute to a positive client-focused environment while leveraging training and technology to grow tax expertise. Prior tax experience is valued, and ongoing education is required.

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
• Bachelor's degree in accounting, finance or a related field (preferred)
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping (preferred)
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential (preferred)
• Experience completing complex returns, tax planning, audit support, or tax notice resolution (preferred)
• Familiarity with GoSystem or Ultratax software (preferred)
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) (preferred)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) (preferred)

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

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

5+ years of experience in tax preparation, accounting, finance, bookkeeping

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Experience with GoSystem or Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to assist clients with complex tax situations and accurate returns. You will interview clients, recommend tax-saving opportunities, and deliver consultative service in a local H&R Block office.

You will provide IRS support, collaborate with team, and contribute to a positive client-focused environment while leveraging training and technology to grow tax expertise. Prior tax experience is valued, and ongoing education is required.