Seasonal Tax Pro: Expert Returns and Client Savings

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns and advise clients in a local office. You will interview clients, identify savings opportunities, and deliver onboarding support with tax software and training.

The role emphasizes client-focused service, accuracy, and knowledge of complex tax scenarios for individuals and businesses, with competitive hourly rates and incentive plans.

Qualifications

• Experience with tax preparation for individuals and businesses.
• Ability to interview clients and provide clear recommendations.
• Strong verbal and written communication; explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete and accurate tax returns for diverse clients.
• Conduct in-depth client interviews to assess financial/tax situations.
• Identify tax savings opportunities and suggest HR Block products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Tax preparation experience

Client advisory experience

Communication skills

IRS/state requirements

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns and advise clients in a local office. You will interview clients, identify savings opportunities, and deliver onboarding support with tax software and training.

The role emphasizes client-focused service, accuracy, and knowledge of complex tax scenarios for individuals and businesses, with competitive hourly rates and incentive plans.