Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations. You will interview clients to understand financial changes and provide personalized recommendations, focusing on tax savings and H&R Block products.

You will deliver empathetic, consultative service, support IRS matters, and collaborate with teammates to maintain a positive, client-focused office environment at an in-person local tax office.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience preparing individual and business returns.
• Ability to explain tax concepts in client-friendly language.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financial changes and implications.
• Identify tax savings opportunities and recommend H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Client communication

Tax preparation experience

Interviewing clients

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools like Copilot / ChatGPT

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations. You will interview clients to understand financial changes and provide personalized recommendations, focusing on tax savings and H&R Block products.

You will deliver empathetic, consultative service, support IRS matters, and collaborate with teammates to maintain a positive, client-focused office environment at an in-person local tax office.