Seasonal Tax Pro: Complex Returns & Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, and provide personalized recommendations to maximize savings, supported by our leading training and technology.

You’ll interview clients to understand financial changes, build trusted relationships, and offer empathetic, consultative service while assisting with IRS notices, audits, and tax planning.

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

Client communication

Tax preparation experience

Consultative advisory experience

IRS/state compliance

GoSystem familiarity

Ultratax familiarity

AI tools familiarity

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, and provide personalized recommendations to maximize savings, supported by our leading training and technology.

You’ll interview clients to understand financial changes, build trusted relationships, and offer empathetic, consultative service while assisting with IRS notices, audits, and tax planning.