Seasonal Tax Advisor

2 months ago


Ottawa, Illinois, United States H&R Block Full time
Position Overview

Role 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.