Seasonal Tax Pro & Client Advisor (In-Office)

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

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare returns, interview clients to understand tax situations, and offer personalized recommendations while building lasting client relationships.

The role emphasizes delivering accurate tax services, providing IRS support as needed, and collaborating with a team in a client-focused environment. Relevant experience and credentials enhance eligibility.

Qualifications

• Pass the H&R Block Tax Knowledge Assessment 1.
• At least 1 year in tax prep, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED or equivalent.

Responsibilities

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

Skills

Verbal communication

Written communication

Client-facing experience

Education

High school diploma or GED

Bachelor's degree (preferred)

CPA or EA (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare returns, interview clients to understand tax situations, and offer personalized recommendations while building lasting client relationships.

The role emphasizes delivering accurate tax services, providing IRS support as needed, and collaborating with a team in a client-focused environment. Relevant experience and credentials enhance eligibility.