Seasonal Tax Pro & Client Advisor

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

Benefits offered by this job

Incentive plan

Competitive pay

Ongoing training

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for an in-person seasonal role. You will prepare complex returns, interview clients, and provide personalized tax guidance while building trusted relationships in a supportive office environment.

The role emphasizes high quality service, ongoing training, and potential incentive earnings based on impact and performance in a local tax office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory roles.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS and state continuing education requirements.
• High school diploma or GED required.

Responsibilities

• Prepare accurate tax returns for individuals and small businesses.
• Conduct thorough client interviews to assess financial situations.
• Offer personalized tax-saving recommendations and product options.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with teammates to maintain a positive client-focused office.

Skills

Tax Knowledge Assessment

Client-facing experience

Communication skills

IRS/state requirements awareness

Industry training

Education

Bachelor's degree in accounting/finance

CPA or EA credential (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for an in-person seasonal role. You will prepare complex returns, interview clients, and provide personalized tax guidance while building trusted relationships in a supportive office environment.

The role emphasizes high quality service, ongoing training, and potential incentive earnings based on impact and performance in a local tax office.