Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.; Marinette (WI); On-site; USD 21,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Training and development

Job summary

H&R Block, Inc. in Wisconsin provides seasonal opportunities for an Experienced Tax Professional to prepare returns and advise clients on tax issues. You will interview clients, identify savings opportunities, and deliver personalized service using our training and technology.

This role is in-person at a local tax office. You will collaborate with colleagues, maintain compliance, and support clients through complex tax situations while growing your tax expertise and earning potential with an

Qualifications

• Completion of H&R Block Tax Knowledge Assessment.
• At least 1 year of tax preparation experience (individual/business).
• Experience in client-facing, consultative roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete ongoing IRS/state continuing education requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete and accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and implications.
• Identify tax savings opportunities and promote relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team and maintain a positive, client-focused office environment.

Skills

Tax knowledge assessment

Tax preparation experience

Client facing

Communication skills

Continued education

High school diploma

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent credential

High school diploma or GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. in Wisconsin provides seasonal opportunities for an Experienced Tax Professional to prepare returns and advise clients on tax issues. You will interview clients, identify savings opportunities, and deliver personalized service using our training and technology.

This role is in-person at a local tax office. You will collaborate with colleagues, maintain compliance, and support clients through complex tax situations while growing your tax expertise and earning potential with an