Experienced Tax Professionals
HR Block · Naperville, Illinois, United States
FULL TIME
Job Description
Job Description About the Role
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendationsBuild trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block productsProvide 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 environmentRequired QualificationsSuccessful completion of the H&R Block Tax Knowledge Assessment1Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returnsExperience working in a client facing, consultative, or advisory roleStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly languageMust complete continuing education and meet all other IRS and applicable state requirementsHigh school diploma / GED / equivalent xzbcwsv requiredPreferred QualificationsBachelor’s degree in accounting, finance or a related field5+ years of experience in tax preparation, accounting, finance, bookkeepingCPA or Enrolled Agent (EA), or other IRS Circular 230 credentialExperience completing complex returns, tax planning, audit support, or tax notice resolutionFamiliarity with GoSystem or Ultratax softwareFamiliarity with AI-powered tools (e.g., Microsoft Copilot)Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendationsBuild trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block productsProvide 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 environmentRequired QualificationsSuccessful completion of the H&R Block Tax Knowledge Assessment1Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returnsExperience working in a client facing, consultative, or advisory roleStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly languageMust complete continuing education and meet all other IRS and applicable state requirementsHigh school diploma / GED / equivalent xzbcwsv requiredPreferred QualificationsBachelor’s degree in accounting, finance or a related field5+ years of experience in tax preparation, accounting, finance, bookkeepingCPA or Enrolled Agent (EA), or other IRS Circular 230 credentialExperience completing complex returns, tax planning, audit support, or tax notice resolutionFamiliarity with GoSystem or Ultratax softwareFamiliarity with AI-powered tools (e.g., Microsoft Copilot)Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
Details
| Company | HR Block |
| Location | Naperville, Illinois, United States |
| Type | FULL TIME |
| Niche | finance |

