Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Carbondale (IL); On-site; USD 41,000 - 110,000; Part time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships with guidance from leading training and technology.

This in-person role offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services while delivering empathetic, consultative service at a local office.

Qualifications

• Successful completion of the H&R 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 H&R 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 advisory

Communication skills

Interviews & interviews

IRS knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships with guidance from leading training and technology.

This in-person role offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services while delivering empathetic, consultative service at a local office.