Seasonal Tax Pro: Client Advisory & Return Prep

H&R Block, Inc.; Rock Island (IL); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear, personalized recommendations.

You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities

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

Strong verbal and written

Client-facing experience

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear, personalized recommendations.

You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities