Seasonal Tax Pro: Client Advisory & Savings

H&R Block; Harrisburg (IL); On-site; USD 42,981,000 - 229,233,000; Part time

Job summary

H&R Block in Illinois is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities. You will apply your tax expertise with our training and technology, delivering empathetic, consultative service while building lasting client relationships.

This in-person role at a local H&R Block tax office involves handling diverse and complex tax situations, including individual and business returns, and providing IRS support as needed.

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

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

Tax knowledge

Client communication

Tax preparation

Consultative selling

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Illinois is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities. You will apply your tax expertise with our training and technology, delivering empathetic, consultative service while building lasting client relationships.

This in-person role at a local H&R Block tax office involves handling diverse and complex tax situations, including individual and business returns, and providing IRS support as needed.