Seasonal Tax Pro & Client Advisor

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

Job summary

H&R Block in Illinois is seeking a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and deliver personalized recommendations with an emphasis on savings opportunities. This role is in-person at a local H&R Block tax office.

You will work with clients to build trusted relationships and provide guidance on tax outcomes. Prior tax experience and strong communication skills are essential, with ongoing education and access to leading training and technology.

Qualifications

• Successful completion of 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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Responsibilities

• 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 client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• 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

Skills

Client-facing experience

Tax knowledge

Communication skills

IRS rules familiarity

Attention to detail

Education

Bachelor's degree in accounting or related field

High school diploma or GED

Job description

H&R Block in Illinois is seeking a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and deliver personalized recommendations with an emphasis on savings opportunities. This role is in-person at a local H&R Block tax office.

You will work with clients to build trusted relationships and provide guidance on tax outcomes. Prior tax experience and strong communication skills are essential, with ongoing education and access to leading training and technology.