Seasonal Tax Pro: Complex Returns & Client Impact

H&R Block; Jefferson (WI); On-site; USD 30,000 - 48,000; Full time

Job summary

H&R Block in Wisconsin seeks an experienced Tax Professional for the seasonal role. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations with a focus on maximizing savings.

In this in-person role at a local office, you’ll deliver empathetic, consultative service, support clients through IRS notices when needed, and collaborate with team members to maintain a positive office environment

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or accounting.
• Client-facing or advisory experience in finance or tax.
• Excellent verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education and credential requirements.
• High school diploma or GED completed.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and tax implications.
• Identify tax savings opportunities and advise on HR Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with teammates to maintain a positive office environment.

Skills

Client-facing experience

Strong communication

Tax knowledge

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Wisconsin seeks an experienced Tax Professional for the seasonal role. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations with a focus on maximizing savings.

In this in-person role at a local office, you’ll deliver empathetic, consultative service, support clients through IRS notices when needed, and collaborate with team members to maintain a positive office environment