Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Belvidere (IL); On-site; USD 31,000 - 166,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships with support from leading training and technology.

The role emphasizes in-person service at a local H&R Block tax office, with an incentive plan to reward impact and growth in tax expertise and client service. This is a seasonal, in-office opportunity.

Qualifications

• Successful completion of the HR 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 HR 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

Client-facing experience

Communication skills

IRS and tax knowledge ability

Advisory client interaction

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

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. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships with support from leading training and technology.

The role emphasizes in-person service at a local H&R Block tax office, with an incentive plan to reward impact and growth in tax expertise and client service. This is a seasonal, in-office opportunity.