Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Beaver Dam (WI); On-site; USD 27,552,000 - 52,349,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax issues and maximize savings. You will prepare returns, interview clients to assess financial situations, and offer personalized recommendations while building lasting relationships in a in-person office setting.

This role emphasizes delivering empathetic, consultative service, leveraging training and technology, and contributing to a high-performing office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide 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 environment

Skills

Tax knowledge

Client communication

IRS regulations

Education

High school diploma

Bachelor's degree

CPA or EA

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax issues and maximize savings. You will prepare returns, interview clients to assess financial situations, and offer personalized recommendations while building lasting relationships in a in-person office setting.

This role emphasizes delivering empathetic, consultative service, leveraging training and technology, and contributing to a high-performing office environment.