Seasonal Tax Pro: Expert Prep, Client Advisory, Incentives

H&R Block, Inc.; Sturgeon Bay (WI); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block is seeking an experienced tax professional for the busy tax season in Wisconsin. This in-person role at a local tax office focuses on preparing complete tax returns, interviewing clients, and offering personalized recommendations.

You will support clients with complex tax situations, ensure accuracy, and build lasting relationships, with industry-leading training and incentives for impact. Prior tax, accounting, or bookkeeping experience is preferred.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or 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 and provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities and product offerings
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive client-focused office environment

Skills

Tax knowledge

Client communication

IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking an experienced tax professional for the busy tax season in Wisconsin. This in-person role at a local tax office focuses on preparing complete tax returns, interviewing clients, and offering personalized recommendations.

You will support clients with complex tax situations, ensure accuracy, and build lasting relationships, with industry-leading training and incentives for impact. Prior tax, accounting, or bookkeeping experience is preferred.