Seasonal Tax Pro & Client Advisor

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

Job summary

H&R Block is seeking an Experienced Tax Professional for the upcoming season to prepare accurate returns for individuals and businesses, interview clients to uncover tax opportunities, and deliver trusted advisory service in person at a local tax office.

You'll receive comprehensive training, work with leading tax software, and participate in an incentive program based on performance while building tax expertise and client relationships in a supportive, in-office environment.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Successful completion of the H&R Block Tax Knowledge Assessment
• High school diploma / GED / equivalent required
• CPA or Enrolled Agent (EA) or IRS Circular 230 credential preferred

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Client-facing

Communication

Tax knowledge

Interviewing clients

Advisory approach

Education

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratext (Ultratax)

Job description

H&R Block is seeking an Experienced Tax Professional for the upcoming season to prepare accurate returns for individuals and businesses, interview clients to uncover tax opportunities, and deliver trusted advisory service in person at a local tax office.

You'll receive comprehensive training, work with leading tax software, and participate in an incentive program based on performance while building tax expertise and client relationships in a supportive, in-office environment.