Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax scenarios. You will interview clients, assess financial situations, and offer personalized recommendations while building lasting relationships.

Join a team with industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you grow in tax expertise and service clients.

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 in client facing, consultative, or advisory roles.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

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

Skills

Client facing

Communication skills

Verbal & written communication

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax scenarios. You will interview clients, assess financial situations, and offer personalized recommendations while building lasting relationships.

Join a team with industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you grow in tax expertise and service clients.