Seasonal Tax Pro - Expert Returns & Advisory

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

Benefits offered by this job

401(k) Plan

Associate Tax Prep benefit

Health coverage

Job summary

H&R Block in Illinois is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations. You will help clients understand tax implications while leveraging H&R Block products and services.

The role emphasizes empathetic, consultative service, building lasting client relationships, and contributing to a high-performing office environment with training and technology support.

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, including ability to explain tax concepts clearly.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and H&R Block 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

Communication skills

Client facing experience

Tax knowledge

IRS/state requirements compliance

Education

Bachelor’s degree in accounting/finance

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Illinois is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations. You will help clients understand tax implications while leveraging H&R Block products and services.

The role emphasizes empathetic, consultative service, building lasting client relationships, and contributing to a high-performing office environment with training and technology support.