Experienced Tax Professional

H&R Block; Hanover Park (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a full-time, on-site role based in Hanover Park, IL. You will provide personalized tax preparation and planning services, reviewing client financial information and applying tax laws to prepare individual and small business returns.

You will consult with clients to optimize outcomes, maintain thorough documentation, and collaborate with the office team to deliver exceptional service while staying up-to-date with tax regulation changes.

Qualifications

• Strong tax expertise for individual and small business returns.
• Ability in Tax Planning and Finance to analyze client situations.
• Working knowledge of Tax Law to ensure compliance with federal, state, and local requirements.
• Previous experience as a tax preparer or tax professional.
• Certification or credentials (e.g., Enrolled Agent, CPA, or HB Block Tax Course completion) are beneficial.
• Analytical, problem-solving, and attention-to-detail skills with proficiency in tax software.
• Clear and professional communication to explain complex tax concepts.
• Commitment to ethical standards, client confidentiality, and continuous learning.

Responsibilities

• Conduct tax interviews with clients.
• Review client financial information and identify applicable tax laws.
• Prepare accurate individual and small business tax returns.
• Consult with clients to optimize tax outcomes.
• Maintain detailed documentation and ensure compliance with regulations.
• Collaborate with office team and support client retention.
• Stay current on updates to tax law and industry best practices.

Skills

Tax expertise

Tax planning

Tax law knowledge

Tax experience

Tax software

Communication

Ethics

Detail-oriented

Professionalism

Job description

Company Description

H&R Block is a purpose-driven organization focused on providing help and inspiring confidence in clients and communities everywhere. Founded in 1955, the company has prepared approximately 800 million tax returns and operates around 12,000 offices across the United States and globally. H&R Block emphasizes a people-first culture, building long-term relationships through care, accessibility, and a strong sense of “family.” The company values diverse perspectives, curiosity, and innovation, continually developing new ways for clients to prepare and file taxes. Team members join a collaborative environment that is grounded in history yet strongly focused on the future and being better together.

Role Description

The Experienced Tax Professional is a full-time, on-site role based in Hanover Park, IL. This role is responsible for providing personalized tax preparation and planning services, including reviewing client financial information, identifying applicable tax laws, and preparing accurate individual and small business tax returns. The Experienced Tax Professional will consult with clients to clarify tax situations, recommend strategies to optimize tax outcomes, and answer questions about changing regulations and filing options. Daily activities include conducting tax interviews, ensuring compliance with federal and state tax requirements, maintaining detailed documentation, and using H&R Block systems and tools to support efficient service delivery. The role also involves collaborating with office team members, supporting client retention through exceptional service, and staying current on updates to tax law and industry best practices.

Qualifications

• Strong tax expertise, including Tax Preparation and Tax skills to accurately prepare and review individual and small business returns.
• Ability in Tax Planning and Finance to analyze client situations, identify tax-saving opportunities, and provide sound financial guidance.
• Working knowledge of Tax Law to interpret current regulations and ensure full compliance with federal, state, and local requirements.
• Previous experience as a tax preparer or tax professional, preferably in a client-facing environment.
• Relevant certification or credentials (e.g., Enrolled Agent, CPA, or H&R Block Tax Course completion) are highly beneficial.
• Strong analytical, problem-solving, and attention-to-detail skills, with proficiency in tax preparation software and basic office technology.
• Clear and professional communication skills, with the ability to explain complex tax concepts in accessible terms.
• Commitment to ethical standards, client confidentiality, and continuous learning in a dynamic regulatory environment.