Seasonal Tax Pro: Expert Returns & Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, preparing accurate returns for individuals and businesses. You’ll uncover savings opportunities and build lasting client relationships using industry-leading training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with a path to grow in tax and financial services within a supportive office environment.

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications, then 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 to clients as needed.
• Collaborate with team members and foster a positive, client-focused office environment.

Skills

Client interviews

Tax knowledge

Communication

IRS rules

Education

High school diploma/GED

Bachelor’s degree

CPA/EA credential

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, preparing accurate returns for individuals and businesses. You’ll uncover savings opportunities and build lasting client relationships using industry-leading training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with a path to grow in tax and financial services within a supportive office environment.