Seasonal Tax Pro & Client Advisory Expert

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

Benefits offered by this job

Competitive pay

Incentive plan

Industry-leading training

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and business clients. You will interview clients to understand financial situations, provide personalized recommendations, and identify tax savings opportunities, backed by strong training and technology.

The role is in-person at a local H&R Block tax office, with a competitive hourly rate and an incentive plan based on impact and performance.

Qualifications

• High school diploma or GED required; continuing education per IRS/state rules
• 1+ year in tax preparation or related roles
• Experience in client-facing advisory roles
• Ability to explain tax concepts clearly to clients
• CPA/EA or related credential preferred

Responsibilities

• Prepare complete tax returns for individuals and small business clients
• Conduct client interviews to assess financial situations and tax implications
• Identify tax savings opportunities and promote relevant products
• Provide IRS notice support and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office environment

Skills

Client interviewing

Communication skills

IRS guidance

Auditing support

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

CPA or EA (preferred)

Tools

GoSystem

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and business clients. You will interview clients to understand financial situations, provide personalized recommendations, and identify tax savings opportunities, backed by strong training and technology.

The role is in-person at a local H&R Block tax office, with a competitive hourly rate and an incentive plan based on impact and performance.