In-Person Tax Advisor: Trusted Guidance & Savings

H&R Block; Chicago (IL); In loco; USD 23.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical and prescription coverage

401(k) Retirement Savings Plan

Associate Tax Prep benefit

Business Travel Accident Insurance

Descrizione del lavoro

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You'll prepare accurate returns and uncover savings opportunities, supported by industry-leading training and technology.

This in-person role offers a competitive hourly rate, an incentive plan, and ongoing opportunities to build lasting client relationships throughout the year in a local Block Advisors office.

Competenze

• Requires successful completion of the HR Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual and business returns, including tax planning and audit support
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication skills and ability to explain tax concepts clearly

Mansioni

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Conoscenze

Client communication

Tax knowledge

Consultative/advisory experience

IRS/state regulatory compliance

Attention to detail

Formazione

High school diploma or GED

Bachelor’s degree in accounting/finance or related

Strumenti

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Descrizione del lavoro

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You'll prepare accurate returns and uncover savings opportunities, supported by industry-leading training and technology.

This in-person role offers a competitive hourly rate, an incentive plan, and ongoing opportunities to build lasting client relationships throughout the year in a local Block Advisors office.