Seasonal Tax Pro — In-Person, Client Advisory & Growth

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

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations and to interview clients to understand their financials.

You will deliver personalized recommendations and identify savings opportunities within a supportive, in-office environment. This role emphasizes client-facing advisory work, strong communication, and ongoing education to maintain IRS/state requirements.

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify savings opportunities.
• Deliver empathetic, consultative service and build client relationships.
• Provide IRS support, tax notice help, and audit guidance as needed.
• Collaborate with team and contribute to a positive office culture.

Skills

Communication skills

Client interviewing

Consultative service

Relationship building

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations and to interview clients to understand their financials.

You will deliver personalized recommendations and identify savings opportunities within a supportive, in-office environment. This role emphasizes client-facing advisory work, strong communication, and ongoing education to maintain IRS/state requirements.