Seasonal Tax Pro: Expert Returns & Advisory, Incentive Plan

H&R Block, Inc.; Wisconsin Rapids (WI); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

Competitive hourly rate

Job summary

H&R Block, Inc. seeks an Experienced Tax Professional for a seasonal, in-person role at a Wisconsin Block tax office. You will prepare complex returns, interview clients to assess financial situations, and provide personalized tax-saving recommendations while building lasting client relationships.

The position offers competitive hourly pay and an incentive plan, with training and technology support to help you grow in tax expertise and client service.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills and ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete and accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide tax savings recommendations and cross-sell H&R Block products
• Provide IRS assistance, notices, and audit guidance as needed
• Collaborate with the team to maintain a positive, client-focused office environment

Skills

Tax knowledge

Client communication

IRS guidance

Interviewing clients

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks an Experienced Tax Professional for a seasonal, in-person role at a Wisconsin Block tax office. You will prepare complex returns, interview clients to assess financial situations, and provide personalized tax-saving recommendations while building lasting client relationships.

The position offers competitive hourly pay and an incentive plan, with training and technology support to help you grow in tax expertise and client service.