Seasonal Tax Pro: Expert Prep & Client Advisory

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

Benefits offered by this job

Medical / health benefits

401(k) plan

EAP - Employee Assistance Program

Fitness center programs

Associate discount program

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized tax guidance and savings opportunities.

The role emphasizes client relationships and leveraging HR Block products. You will collaborate with colleagues, deliver consultative service, and meet IRS/state requirements while enjoying

Qualifications

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

Responsibilities

• Prepare accurate tax returns for individuals and businesses with complex situations
• Conduct in-depth client interviews to assess financial situations and tax implications
• Provide tax-saving recommendations and cross-sell HR Block products
• Offer IRS support, notices, and audit guidance as needed
• Collaborate with team members to maintain a client-focused office environment

Skills

Tax knowledge

Client facing

Communication

IRS/state compliance

Continued education

Strong interview skills

Education

High school diploma / GED

Tools

GoSystem

UltrasTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized tax guidance and savings opportunities.

The role emphasizes client relationships and leveraging HR Block products. You will collaborate with colleagues, deliver consultative service, and meet IRS/state requirements while enjoying