Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Green Bay (WI); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block in Wisconsin is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax savings opportunities. You will interview clients to understand their financial situations and life changes, delivering personalized recommendations with empathetic service.

Role is in-person at a local H&R Block tax office, with training, competitive hourly pay, and an incentive plan based on impact while you build tax expertise.

Qualifications

• Successful 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.
• Experience in client-facing, consultative, or advisory roles.
• 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 clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment.

Skills

Verbal communication

Written communication

Client-facing

Advisory experience

Education

High school diploma or GED

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Wisconsin is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax savings opportunities. You will interview clients to understand their financial situations and life changes, delivering personalized recommendations with empathetic service.

Role is in-person at a local H&R Block tax office, with training, competitive hourly pay, and an incentive plan based on impact while you build tax expertise.