Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, while building lasting client relationships at a local tax office. You will conduct in-depth client interviews to understand financial situations, offer personalized recommendations, and identify tax savings opportunities using H&R Block products and services.

Strong communication and ongoing education are expected as you help clients navigate complex tax

Qualifications

• 1 year tax preparation or related experience
• Experience preparing individual and business returns
• Client-facing/advisory experience
• Strong verbal and written communication; explain tax concepts clearly
• Must meet IRS/state continuing education requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for diverse clients
• Conduct in-depth client interviews to understand financial situations and implications
• Build trusted client relationships and identify tax savings opportunities and products
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team to maintain a positive client-focused office environment

Skills

Tax knowledge

Tax preparation experience

Client-facing

Communication skills

IRS/state requirements

High school diploma

Education

High School diploma or GED

Bachelor’s degree (preferred)

CPA/EA (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, while building lasting client relationships at a local tax office. You will conduct in-depth client interviews to understand financial situations, offer personalized recommendations, and identify tax savings opportunities using H&R Block products and services.

Strong communication and ongoing education are expected as you help clients navigate complex tax