Seasonal Tax Pro: Trusted Advisor & Savings Expert

H&R Block, Inc.; Somerville (NJ); On-site; USD 22,000 - 110,000; Part time

Benefits offered by this job

Incentive plan

Industry-leading training

Competitive pay

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with diverse tax situations, deliver personalized recommendations, and build lasting relationships.

The role involves in-person work at a local tax office and participation in an industry-leading training program. You will prepare accurate returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities, while adhering to IRS requirements and providing audit guidance when

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 working in a client facing, consultative, or advisory role.
• 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 interviews

Tax knowledge

IRS guidance

Communication skills

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Copilot (AI tools)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with diverse tax situations, deliver personalized recommendations, and build lasting relationships.

The role involves in-person work at a local tax office and participation in an industry-leading training program. You will prepare accurate returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities, while adhering to IRS requirements and providing audit guidance when