Seasonal Tax Pro: Trusted Advisor & Returns Expert

H&R Block, Inc.; Powell (OH); On-site; USD 30,000 - 54,000; Part time

Benefits offered by this job

401(k) plan

Medical coverage

Discount program

Business Travel Accident Insurance

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for diverse clients and to interview clients to understand their financial situations. You will offer personalized recommendations and contribute to a collaborative office environment, backed by comprehensive training and tools.

The role emphasizes client-facing advisory support, knowledge of tax laws, and ongoing education to stay compliant with IRS and state requirements.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent 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.
• Build trusted client relationships with empathetic, consultative service and tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Client facing

Tax preparation

Strong communication

IRS/state knowledge

Education

High school diploma

Bachelor's degree related

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for diverse clients and to interview clients to understand their financial situations. You will offer personalized recommendations and contribute to a collaborative office environment, backed by comprehensive training and tools.

The role emphasizes client-facing advisory support, knowledge of tax laws, and ongoing education to stay compliant with IRS and state requirements.