Seasonal Tax Pro: Trusted Advisor, Client Savings

H&R Block, Inc.; Perkasie (Bucks County); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and provide guidance with tax savings opportunities. This in-person role is based in a local H&R Block tax office and offers competitive hourly pay and incentive opportunities.

Join a team that delivers empathetic, consultative service and leverages industry-leading training and technology to help clients navigate complex tax situations.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Must complete continuing education and meet all IRS and applicable state requirements.

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

Client facing

Communication

Tax knowledge

IRS guidance

Interviewing

Education

High school diploma

Bachelor's degree

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and provide guidance with tax savings opportunities. This in-person role is based in a local H&R Block tax office and offers competitive hourly pay and incentive opportunities.

Join a team that delivers empathetic, consultative service and leverages industry-leading training and technology to help clients navigate complex tax situations.