About this opportunity
H&R Block lists this Experienced Tax Professional opportunity in monaca, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Seasonal Experienced Tax Professional
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. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.
Responsibilities include:
Preparing complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
Conducting in-depth client interviews to understand financial situations, life changes, and tax implications — then providing clear, personalized recommendations
Building trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
Providing IRS support, tax notice assistance, and audit guidance to clients as needed
Collaborating with team members, sharing knowledge, and contributing to a positive, client-focused office environment
Required qualifications include:
Successful completion of the H&R Block Tax Knowledge Assessment 1
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
Preferred qualifications include:
Bachelor's degree in accounting, finance or a related field
5+ years of experience in tax preparation, accounting, finance, bookkeeping
CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
Experience completing complex returns, tax planning, audit support, or tax notice resolution
Familiarity with GoSystem or Ultratax software
Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
Why work for us:
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.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Worksite address
monaca, PA, 15061, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.