Seasonal Tax Pro & Client Advisor

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

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients, and identify tax-saving opportunities while delivering empathetic, client-focused service.

Join us and benefit from industry-leading training, powerful technology, and an incentive plan that rewards your impact as you grow tax expertise while serving clients.

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 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 IRS and applicable state requirements
• High school diploma / GED / equivalent required

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 interviews

Tax knowledge

Communication skills

IRS requirements

Education

Bachelor's degree in accounting or finance

CPA or EA or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare accurate returns for individuals and businesses, interview clients, and identify tax-saving opportunities while delivering empathetic, client-focused service.

Join us and benefit from industry-leading training, powerful technology, and an incentive plan that rewards your impact as you grow tax expertise while serving clients.