Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Bartonville (IL); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block in Springfield, IL is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities.

You will conduct in-depth client interviews, deliver personalized recommendations, and build lasting relationships, supported by industry-leading training and technology.

This in-person role offers a competitive hourly rate, incentive plans, and opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing advisory roles
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED 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 and life changes; provide 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 as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax Knowledge Assessment

Tax preparation

Client-facing

Communication skills

IRS/state requirements

High school diploma / GED

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in Springfield, IL is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities.

You will conduct in-depth client interviews, deliver personalized recommendations, and build lasting relationships, supported by industry-leading training and technology.

This in-person role offers a competitive hourly rate, incentive plans, and opportunities to grow in tax and financial services.