Seasonal Tax Pro — Client Advisory & Returns Expert

H&R Block, Inc.; Sparta (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and deliver client-focused service in a local Wisconsin office.

This trusted advisor will interview clients, uncover savings opportunities, and guide them through complex tax situations with training and technology support. The role emphasizes client relationships, clear communication, and adherence to IRS and state requirements, with a competitive hourly rate and incentive plan based on impact

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment or equivalent
• Minimum 1 year of tax preparation, accounting, finance, or bookkeeping experience including individual and business returns
• Experience in client-facing, consultative, or advisory roles
• Strong communication skills; ability to explain tax concepts clearly
• Must meet IRS/state continuing education and requirements
• High school diploma or GED or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a positive client-focused office environment

Skills

Client communication

Tax knowledge

Interviewing clients

Explain tax concepts

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or EA (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and deliver client-focused service in a local Wisconsin office.

This trusted advisor will interview clients, uncover savings opportunities, and guide them through complex tax situations with training and technology support. The role emphasizes client relationships, clear communication, and adherence to IRS and state requirements, with a competitive hourly rate and incentive plan based on impact