Seasonal Tax Pro: Client Advisor & Savings Expert

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in-person at a local tax office in Illinois. You will interview clients, identify tax savings opportunities, and offer product recommendations while delivering empathetic, client-focused service.

The role emphasizes building lasting client relationships with strong training, industry-leading technology, and an incentive plan that rewards impact.

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
• Must complete continuing education and meet IRS/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 and tax implications
• Provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive client-focused office environment

Skills

Communication skills

Client-facing

Consultative/advisory role

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem/Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in-person at a local tax office in Illinois. You will interview clients, identify tax savings opportunities, and offer product recommendations while delivering empathetic, client-focused service.

The role emphasizes building lasting client relationships with strong training, industry-leading technology, and an incentive plan that rewards impact.