Seasonal Tax Pro: Complex Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Illinois to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will perform client interviews to understand finances and tax implications and offer personalized recommendations.

This in-person role at a local H&R Block office emphasizes empathetic service, tax savings opportunities, and collaboration with team members in a client-focused

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment (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

Client interviews

IRS guidance

Communication

Consultative service

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Illinois to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will perform client interviews to understand finances and tax implications and offer personalized recommendations.

This in-person role at a local H&R Block office emphasizes empathetic service, tax savings opportunities, and collaboration with team members in a client-focused