Seasonal Tax Pro & Advisor (CPA/EA Preferred)

H&R Block, Inc.; Campbellsport (WI); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block, Inc. in Wisconsin is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by a team of tax experts and comprehensive training.

You will conduct tax interviews with clients face-to-face or virtually, prepare complete tax returns, and help grow the office by promoting additional products and services. Strong communication and client service skills are essential.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support; certifications allow audit representation
• Mentor and support teammates

Responsibilities

• Conduct tax interviews with clients (in person or virtual) and prepare returns
• Deliver accurate tax filings and timely IRS support
• Grow the client base and promote additional products/services
• Mentor teammates and share expertise
• Coordinate with franchise office and adhere to franchise guidelines

Skills

Tax interviewing

Tax preparation

Client relationships

Communication

Mentoring teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. in Wisconsin is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by a team of tax experts and comprehensive training.

You will conduct tax interviews with clients face-to-face or virtually, prepare complete tax returns, and help grow the office by promoting additional products and services. Strong communication and client service skills are essential.