In-Person Tax Advisor - Year-Round Client Impact

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

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interviewing clients to understand financial situations and tax implications. You will identify tax-saving opportunities using industry-leading training and technology, in a local Block Advisors office.

This in-person Illinois role emphasizes building lasting client relationships, providing IRS support, and collaborating with a team in a positive, client-focused environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns with tax planning.
• Experience in client-facing, consultative, or advisory roles.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team members in a positive, client-focused office.

Skills

Strong communication

Client-focused

IRS knowledge

Education

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem or Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interviewing clients to understand financial situations and tax implications. You will identify tax-saving opportunities using industry-leading training and technology, in a local Block Advisors office.

This in-person Illinois role emphasizes building lasting client relationships, providing IRS support, and collaborating with a team in a positive, client-focused environment.