Seasonal Tax Pro: Trusted Advisor for Complex Returns

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse situations, interview clients to understand changes, and provide personalized recommendations. You will build strong relationships and offer tax-saving opportunities and related products.

The role emphasizes in-person, office-based client service, ongoing education requirements, and collaboration within a supportive tax office environment.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• 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.

Skills

Client-facing experience

Communication skills

IRS/state requirements knowledge

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse situations, interview clients to understand changes, and provide personalized recommendations. You will build strong relationships and offer tax-saving opportunities and related products.

The role emphasizes in-person, office-based client service, ongoing education requirements, and collaboration within a supportive tax office environment.