Seasonal Tax Advisor
2 months ago
Ottawa, Illinois, United States
H&R Block
Full time
Position OverviewRole Summary:
As a dedicated seasonal Tax Professional, you will play a pivotal role in assisting clients with their diverse tax requirements. Your expertise will empower individuals to make informed decisions regarding their financial matters.
Key Responsibilities:
- Conduct comprehensive tax consultations with clients
- Prepare accurate and thorough tax filings
- Drive business development, enhance client loyalty, and promote additional services
- Offer support during IRS audits
- Guide and mentor fellow team members
Qualifications:
- Background in accounting, finance, bookkeeping, or taxation
- Proven experience in preparing individual tax returns
- Ability to thrive in a dynamic work environment
- Strong verbal and written communication skills
- Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
- Compliance with IRS and state regulations, along with necessary continuing education
- High School Diploma or equivalent education
Preferred Skills:
- Bachelor's degree in Accounting or a related discipline
- Certification as a CPA or Enrolled Agent
- Experience with complex tax returns (individual, trust, partnership)
- 5+ years in accounting, finance, bookkeeping, or taxation
- Expertise in tax planning and audit assistance
- Sales and marketing experience
Note: Bilingual candidates are strongly encouraged to apply.
This position is part of an independently owned franchise office operating under an agreement with H&R Block. Franchisees are responsible for their own hiring decisions.
Enrollment in or completion of the H&R Block Income Tax Course does not guarantee employment.