Seasonal Tax Pro - Trusted Advisor for Complex Returns

H&R Block, Inc.; Philadelphia (Philadelphia County); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training opportunities

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to assist clients with complex tax situations, prepare accurate returns, and uncover savings opportunities. This in-person role is at a local H&R Block tax office and emphasizes trusted advisory service.

You will benefit from industry-leading training and technology, with an incentive plan rewarding impact as you build tax expertise and serve clients. Requires at least 1 year of experience and a HS diploma.

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 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

Tax knowledge

Client communication

IRS/State requirements

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block seeks a seasonal Experienced Tax Professional to assist clients with complex tax situations, prepare accurate returns, and uncover savings opportunities. This in-person role is at a local H&R Block tax office and emphasizes trusted advisory service.

You will benefit from industry-leading training and technology, with an incentive plan rewarding impact as you build tax expertise and serve clients. Requires at least 1 year of experience and a HS diploma.