Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lawrenceville (IL); On-site; USD 66,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Benefits

401(k) plan

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will interview clients, understand their financial situations, and offer personalized recommendations, while building strong relationships and driving tax savings opportunities.

The role emphasizes client-focused service, training support, and potential incentive-based earnings, with competitive hourly compensation and opportunities to grow in tax and

Qualifications

• Strong verbal and written communication skills and ability to explain tax concepts clearly.
• Minimum 1 year of experience in tax preparation or related fields.
• Completion of H&R Block Tax Knowledge Assessment or equivalent.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financials and tax implications, offering personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Skills

Communication skills

Client interviews

Tax knowledge

Education

High school diploma / GED

Bachelor's degree in accounting, finance or related field

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. You will interview clients, understand their financial situations, and offer personalized recommendations, while building strong relationships and driving tax savings opportunities.

The role emphasizes client-focused service, training support, and potential incentive-based earnings, with competitive hourly compensation and opportunities to grow in tax and