Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Merrionette Park (IL); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Industry-leading training & technology

Benefits package

401(k) plan

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients, and provide clear, personalized recommendations. You’ll support clients with tax notices and audit guidance while collaborating with a team in a client-focused office environment.

Join a role that blends hands-on tax work with industry-leading training and technology, offering competitive pay and an incentive plan as you build tax expertise and serve clients

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individuals and businesses)
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities and HR Block products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Client interviewing

Communication skills

Explain tax concepts

IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients, and provide clear, personalized recommendations. You’ll support clients with tax notices and audit guidance while collaborating with a team in a client-focused office environment.

Join a role that blends hands-on tax work with industry-leading training and technology, offering competitive pay and an incentive plan as you build tax expertise and serve clients