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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
- IRS support
- Tax notice assistance
- Audit guidance
- Team collaboration
- Knowledge sharing
- Complex returns preparation
- Tax planning
- Audit support
- Tax notice resolution
- GoSystem software familiarity
- Ultratax software familiarity
- AI-powered tools familiarity
- Financial advising
- Insurance
- Professional services
Location
- Erie, PA
Work Type
- In-person
- Seasonal
Experience Level
- 1+ year of experience in tax preparation, accounting, finance, or bookkeeping
- 5+ years of experience in tax preparation, accounting, finance, bookkeeping
Education Level
- High school diploma / GED / equivalent
- Bachelor’s degree in accounting, finance or a related field
Salary/Compensations
- $16.00 - $80.00/Hr.
Benefits
- Medical and prescription drug coverage
- H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (virtual) fitness center programs
- Associate discount program
- Business Travel Accident Insurance
- Associate Tax Prep benefit
- 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.
- That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.