Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block

Woodstock (IL)

On-site

USD 21,000 - 110,000

Part time

11 days ago
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Benefits offered by this job

Medical and prescription coverage
401(k) plan
Employee Assistance Program
Virtual fitness center programs
Associate discount program
Business Travel Accident Insurance
Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Illinois to prepare complex tax returns and interview clients to understand their financial situations. You will offer personalized recommendations, identify savings opportunities, and build trusted client relationships in a supportive office environment.

This in-person role emphasizes IRS guidance, collaboration, and delivering high-quality service.

Qualifications

  • Successful completion of the HR 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; explain tax concepts clearly.
  • High school diploma or GED or equivalent.

Responsibilities

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

Skills

Tax preparation
Client interviewing
Communication
IRS/state requirements

Education

High school diploma or GED
Bachelor's degree in accounting/finance

Tools

GoSystem
Ultratax
AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Illinois to prepare complex tax returns and interview clients to understand their financial situations. You will offer personalized recommendations, identify savings opportunities, and build trusted client relationships in a supportive office environment.

This in-person role emphasizes IRS guidance, collaboration, and delivering high-quality service.

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