Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.

Greenfield (WI)

On-site

USD 30,000 - 48,000

Full time

14 days+
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Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, uncover savings opportunities, and build lasting client relationships.

This in-person role at a local H&R Block tax office offers competitive pay, training, and an incentive plan. You will conduct client interviews, prepare individual and business returns, explain tax concepts clearly, and provide IRS support and audit guidance as needed while

Qualifications

  • High school diploma or GED required.
  • 1+ year in tax preparation or related field.
  • Experience in client-facing advisory roles.
  • Ability to explain tax concepts clearly.
  • Must maintain ongoing IRS/state requirements.
  • Continuing education completed.

Responsibilities

  • Prepare complete tax returns for individuals and businesses.
  • Conduct client interviews to assess financial situations.
  • Identify tax savings opportunities and present recommendations.
  • Provide IRS support and audit guidance as needed.
  • Collaborate with office team to ensure client satisfaction.

Skills

Tax knowledge
Client advisory
Communication skills
IRS regulations
GoSystem
Ultratax
Tax software

Education

High school diploma / GED
Bachelor’s degree in accounting or related field
CPA or EA

Tools

GoSystem
UltraTax
AI tools familiarity

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, uncover savings opportunities, and build lasting client relationships.

This in-person role at a local H&R Block tax office offers competitive pay, training, and an incentive plan. You will conduct client interviews, prepare individual and business returns, explain tax concepts clearly, and provide IRS support and audit guidance as needed while

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