Seasonal Tax Advisor: Expert Prep & Client Savings

H&R Block, Inc.; Hales Corners (WI); On-site; USD 25,000 - 47,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to understand their financial situations, and offer personalized tax-saving recommendations. You will build lasting client relationships and leverage training and technology to deliver compliant, proactive advice.

The role is in-person at a local H&R Block tax office, with opportunities for growth in tax and financial services.

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations, including individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications and provide personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Client-facing experience

Excellent communication skills

Advisory mindset

IRS/state requirements knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to understand their financial situations, and offer personalized tax-saving recommendations. You will build lasting client relationships and leverage training and technology to deliver compliant, proactive advice.

The role is in-person at a local H&R Block tax office, with opportunities for growth in tax and financial services.