Seasonal Tax Pro: Complex Returns & Client Impact

H&R Block, Inc.; Janesville (WI); On-site; USD 28,000 - 48,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Industry-leading training

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations. You will conduct client interviews, provide personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service.

The role emphasizes building trusted client relationships, offering IRS support and audit guidance as needed, and collaborating with a team in a client-focused 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
• 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
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• 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 interviews

Communication skills

IRS/state compliance

Education

Bachelor's degree

CPA or EA

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse situations. You will conduct client interviews, provide personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service.

The role emphasizes building trusted client relationships, offering IRS support and audit guidance as needed, and collaborating with a team in a client-focused office environment.