Seasonal Tax Pro — Expert Advisor with Incentives

H&R Block, Inc.; Appleton (WI); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax scenarios.

You will interview clients, identify savings opportunities, and deliver empathetic, consultative service in a local tax office. Role emphasizes building lasting client relationships, staying compliant with IRS rules, and supporting clients through notices and audits as needed.

Qualifications

• Requires successful completion of the H&R Block Tax Knowledge Assessment or enrollment.
• At least 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role is preferred.

Responsibilities

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

Skills

Client interviews

Tax preparation

IRS guidance

Communication

Education

High school diploma or GED

Bachelor's in accounting/finance

CPA or Enrolled Agent preferred

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax scenarios.

You will interview clients, identify savings opportunities, and deliver empathetic, consultative service in a local tax office. Role emphasizes building lasting client relationships, staying compliant with IRS rules, and supporting clients through notices and audits as needed.