Seasonal Tax Pro: Advise Clients & Prepare Returns

H&R Block, Inc.; Lyons (IL); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations in a local in-person office.

You will explain tax concepts clearly, build trusted client relationships, and collaborate with teammates while following IRS/state requirements and completing ongoing education.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment 1.
• Minimum 1 year of tax preparation experience including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities and products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client interview skills

Communication skills

Explain tax concepts clearly

IRS/state tax knowledge

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting or finance

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations in a local in-person office.

You will explain tax concepts clearly, build trusted client relationships, and collaborate with teammates while following IRS/state requirements and completing ongoing education.