Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Ladysmith (WI); On-site; USD 25,000 - 44,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to join a local tax office.

You will prepare returns, interview clients, and deliver personalized tax guidance, supported by our training and tools, and an incentive plan that rewards impact. In this in-person role, you will build trusting relationships, identify savings opportunities, provide IRS support when needed, and collaborate with colleagues to maintain a client-first office.

Qualifications

• Complete 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

Client-facing experience

Communication skills

Tax knowledge / tax preparation

Education

High school diploma or equivalent

Tools

GoSystem or Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to join a local tax office.

You will prepare returns, interview clients, and deliver personalized tax guidance, supported by our training and tools, and an incentive plan that rewards impact. In this in-person role, you will build trusting relationships, identify savings opportunities, provide IRS support when needed, and collaborate with colleagues to maintain a client-first office.