Seasonal Tax Pro: Client Advisory & Returns

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

Benefits offered by this job

Medical coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Life/Travel Insurance (BTA)

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations. You will interview clients, provide personalized recommendations, and identify savings opportunities while delivering empathetic, consultative service in a local tax office.

The role emphasizes building trusted client relationships, offering IRS support, and collaborating with team to foster a positive office environment. In-person at a local H&R Block tax office.

Qualifications

• Strong verbal and written communication skills; explain tax concepts clearly.
• Minimum 1 year of tax prep, accounting, finance, or bookkeeping experience.
• Experience in client-facing, consultative, or advisory roles.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED or equivalent.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance.
• Collaborate with team and maintain a client-focused office environment.

Skills

Communication skills

Client-facing

Interviewing clients

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations. You will interview clients, provide personalized recommendations, and identify savings opportunities while delivering empathetic, consultative service in a local tax office.

The role emphasizes building trusted client relationships, offering IRS support, and collaborating with team to foster a positive office environment. In-person at a local H&R Block tax office.