Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block, Inc.; Little York (IL); On-site; USD 17,000 - 89,000; Part time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations.

The position offers industry-leading training, competitive hourly pay, and an incentive plan tied to your impact as you build tax expertise and client relationships. Collaboration within the office environment is encouraged.

Qualifications

• Requires completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing advisory role and ability to explain tax concepts clearly.
• Must meet continuing education requirements and IRS/state prerequisites.
• High school diploma or GED or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and provide recommendations.
• Identify tax savings opportunities and suggest H&R Block products.
• Provide IRS support, tax notice assistance and audit guidance as needed.
• Collaborate with the team to maintain a client-focused office environment.

Skills

Excellent communication

Client-facing experience

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations.

The position offers industry-leading training, competitive hourly pay, and an incentive plan tied to your impact as you build tax expertise and client relationships. Collaboration within the office environment is encouraged.