Seasonal Tax Pro: Client Advisory & Returns Expert

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

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns, including individuals and businesses. You’ll interview clients to understand life changes, offer personalized recommendations, and identify tax savings opportunities using H&R Block tools.

You’ll work in-person at a local H&R Block tax office, building lasting relationships through empathetic, consultative service and collaborative teamwork while

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

Tax Knowledge Assessment

Tax Preparation Experience

Client-facing Experience

Communication Skills

Education Requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultras tax (Ultratax)

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns, including individuals and businesses. You’ll interview clients to understand life changes, offer personalized recommendations, and identify tax savings opportunities using H&R Block tools.

You’ll work in-person at a local H&R Block tax office, building lasting relationships through empathetic, consultative service and collaborative teamwork while