Seasonal Tax Pro: Returns Expert & Client Advisor

H&R Block, Inc.; Pataskala (OH); On-site; USD 40,000 - 58,000; Part time

Benefits offered by this job

Medical coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Tax prep benefit

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to uncover details, and offer personalized tax-saving recommendations in a local in-person office setting.

The role rewards expertise with training, technology, and incentive plans, and emphasizes building lasting client relationships and service excellence in a supportive team environment.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of tax preparation experience
• Experience in a client-facing, consultative role
• Strong verbal and written communication skills
• 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
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Deliver empathetic, consultative service and support IRS matters as needed
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Tax preparation

Client communication

IRS rules

Education

Bachelor's degree in accounting

CPA or EA (preferred)

Tools

GoSystem

UltraTax

Microsoft Copilot

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients to uncover details, and offer personalized tax-saving recommendations in a local in-person office setting.

The role rewards expertise with training, technology, and incentive plans, and emphasizes building lasting client relationships and service excellence in a supportive team environment.