Seasonal Tax Pro & Advisor: Complex Returns

H&R Block; Clinton (IA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block in Clinton, IA is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations. You will build trusted client relationships and help clients identify tax savings opportunities, supported by training and technology.

This in-person role offers a competitive hourly rate and an incentive plan that rewards your impact as you grow your tax expertise and serve

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-facing

Communication

Tax knowledge

Advisory mindset

Education

High school diploma

Bachelor’s degree in accounting/finance

CPA/EA or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Clinton, IA is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations. You will build trusted client relationships and help clients identify tax savings opportunities, supported by training and technology.

This in-person role offers a competitive hourly rate and an incentive plan that rewards your impact as you grow your tax expertise and serve