Seasonal Tax Pro & Advisor — Earn, Learn, Impact

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

Job summary

H&R Block in Springfield, IL, is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients on tax planning. The role is in-person at a local H&R Block tax office and emphasizes building lasting client relationships while utilizing leading training and technology.

You will interview clients, identify savings opportunities, and provide personalized recommendations, supported by company resources and an incentive plan based on impact and performance.

Qualifications

• Minimum 1 year of tax preparation experience, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.
• Successful completion of the HR Block Tax Knowledge Assessment.

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 HR 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

Tax preparation

Client interviewing

Communication skills

Education

Bachelor's degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Springfield, IL, is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients on tax planning. The role is in-person at a local H&R Block tax office and emphasizes building lasting client relationships while utilizing leading training and technology.

You will interview clients, identify savings opportunities, and provide personalized recommendations, supported by company resources and an incentive plan based on impact and performance.