Seasonal Tax Pro: Client Advisory & Savings

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

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conducting in-depth client interviews to uncover tax savings and deliver personalized recommendations.

You will build trusted client relationships while using industry-leading training and technology. This in-person role emphasizes clear communication, ongoing education, and collaboration with a supportive tax-office team to help clients navigate complex tax situations during

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

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

Skills

Client interviews

Communication skills

Tax knowledge

Consultative client relationships

IRS continuing education

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conducting in-depth client interviews to uncover tax savings and deliver personalized recommendations.

You will build trusted client relationships while using industry-leading training and technology. This in-person role emphasizes clear communication, ongoing education, and collaboration with a supportive tax-office team to help clients navigate complex tax situations during