About the Role
As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local H&R Block tax office.
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
Requirements
- 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
Skills
- Tax preparation
- Accounting
- Finance
- Bookkeeping
- Client-facing communication
- Consultative skills
- Advisory skills
- Verbal communication
- Written communication
- Tax concepts explanation
- Continuing education
- IRS requirements
- State tax requirements
- Complex returns preparation
- Tax planning
- Audit support
- Tax notice resolution
- GoSystem software familiarity
- Ultratax software familiarity
- AI-powered tools familiarity
Location
- In-person at a local H&R Block tax office
Work Type
- Seasonal
- In-person
Experience Level
- Experienced
- Minimum 1 year of experience
Education Level
- High school diploma / GED / equivalent
- Bachelor’s degree in accounting, finance or a related field (Preferred)
Salary/Compensations
- Competitive hourly rate
Benefits
- Incentive plan
About the Company
- At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere.
- For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
- We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
