Seasonal Tax Pro: In-Office Client Advisor & Returns

H&R Block

Troy Township (IL)

On-site

USD 21,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Competitive pay
Incentive plan
Training and tools

Job summary

H&R Block in Illinois is seeking an experienced Tax Professional for the seasonal role. You will prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations to optimize tax outcomes.

This in-person position emphasizes empathetic, consultative service, building strong client relationships, and leveraging H&R Block training and tools.

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment
  • 1+ year tax prep or accounting experience including individual and business returns
  • Experience in a client facing, consultative, or advisory role
  • Strong verbal and written communication skills
  • Must complete continuing education and meet IRS/state requirements
  • High school diploma or GED

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
  • 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 knowledge
Client communication
IRS rules familiarity
Client advisory
Explain tax concepts

Education

Bachelor's degree in accounting/finance
CPA/EA credential

Tools

GoSystem
Ultratax
Microsoft Copilot
ChatGPT

Job description

H&R Block in Illinois is seeking an experienced Tax Professional for the seasonal role. You will prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations to optimize tax outcomes.

This in-person position emphasizes empathetic, consultative service, building strong client relationships, and leveraging H&R Block training and tools.

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