Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Fond du Lac (WI); On-site; USD 25,000 - 36,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Training and support

Job summary

H&R Block in Wisconsin is seeking a Seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns for individuals and businesses and provide personalized recommendations, supported by industry-leading training and technology.

Join a team that values client relationships and offers a competitive hourly rate plus an incentive plan to reward impact as you develop tax expertise in a hands-on, in-office environment.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping including individual and business returns
• Client-facing, consultative, or advisory experience
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications and provide recommendations
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a positive client-focused office environment

Skills

Communication skills

Client-facing experience

Tax knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

UltrasTax

Job description

H&R Block in Wisconsin is seeking a Seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns for individuals and businesses and provide personalized recommendations, supported by industry-leading training and technology.

Join a team that values client relationships and offers a competitive hourly rate plus an incentive plan to reward impact as you develop tax expertise in a hands-on, in-office environment.