Seasonal Tax Pro & Trusted Advisor

H&R Block, Inc.; Anacortes (WA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interviewing clients to understand finances and provide personalized recommendations.

You will help clients uncover tax savings and use leading tax tools, while delivering empathetic advisory service. In-person role at a local H&R Block office in Everett, WA, with training and incentives.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory roles and ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements and have a HS diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand finances and provide recommendations.
• Identify tax savings opportunities and suggest H&R Block products.
• Provide IRS support, notices, and audit guidance when needed.
• Collaborate with office team to maintain a positive client experience.

Skills

Client advisory

Tax knowledge

Communication

Education

Bachelor's degree in accounting/finance

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interviewing clients to understand finances and provide personalized recommendations.

You will help clients uncover tax savings and use leading tax tools, while delivering empathetic advisory service. In-person role at a local H&R Block office in Everett, WA, with training and incentives.