Seasonal Tax Pro: Complex Returns & Client Advisory

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

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients to understand their financials, offer personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service.

This in-person role at a local H&R Block office emphasizes building trusted client relationships and providing support on IRS notices and audit guidance as

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED (or equivalent) required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused environment

Skills

Tax preparation experience

Client-facing experience

Strong verbal and writtencommunication

Continuing education compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

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

Tools

GoSystem/Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients to understand their financials, offer personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service.

This in-person role at a local H&R Block office emphasizes building trusted client relationships and providing support on IRS notices and audit guidance as