Seasonal Tax Pro: Expert Returns & Client Guidance

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

Job summary

H&R Block, in Illinois, seeks a Seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients, and offer personalized tax guidance. You will help clients navigate complex tax situations with trusted expertise and leverage Block's training and technology.

The role emphasizes building lasting client relationships, delivering empathetic service, and identifying opportunities to optimize tax outcomes in a local office setting.

Qualifications

• Successful completion of HR Block Tax Knowledge Assessment 1.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Client-facing

Communication skills

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, in Illinois, seeks a Seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients, and offer personalized tax guidance. You will help clients navigate complex tax situations with trusted expertise and leverage Block's training and technology.

The role emphasizes building lasting client relationships, delivering empathetic service, and identifying opportunities to optimize tax outcomes in a local office setting.