Seasonal Tax Pro: Expert Returns & Client Advisory

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

Benefits offered by this job

Incentive plan

Competitive hourly pay

Industry-leading training

Job summary

H&R Block in Illinois offers a seasonal Experienced Tax Professional position, in-person at a local H&R Block tax office. You will prepare complete, accurate tax returns for clients with diverse situations and interview clients to uncover opportunities for savings, while building lasting relationships through empathetic, consultative service.

You will leverage tax knowledge, industry-leading training and technology, and an incentive plan to reward impact as you grow your tax expertise and serve

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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
• Bachelor's degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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 preparation experience

Client communication

IRS rules knowledge

GoSystem/UltraTax familiarity

AI tools familiarity

Consultative advisory experience

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Illinois offers a seasonal Experienced Tax Professional position, in-person at a local H&R Block tax office. You will prepare complete, accurate tax returns for clients with diverse situations and interview clients to uncover opportunities for savings, while building lasting relationships through empathetic, consultative service.

You will leverage tax knowledge, industry-leading training and technology, and an incentive plan to reward impact as you grow your tax expertise and serve