Seasonal Tax Pro: Complex Returns & Client Advisory

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

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients on savings opportunities. The role is in-person at a local H&R Block tax office and emphasizes building lasting client relationships through consultative service.

The position requires at least 1 year of tax prep experience, strong communication skills, and ongoing IRS/state CE. A high school diploma or GED is required, with a preferred bachelor’s degree in accounting or finance.

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

Communication skills

Client advisory

Interviewing clients

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients on savings opportunities. The role is in-person at a local H&R Block tax office and emphasizes building lasting client relationships through consultative service.

The position requires at least 1 year of tax prep experience, strong communication skills, and ongoing IRS/state CE. A high school diploma or GED is required, with a preferred bachelor’s degree in accounting or finance.