Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Mauston (WI); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex returns at a local tax office in Wisconsin.

You will conduct client interviews, prepare accurate tax returns for individuals and businesses, and provide tailored recommendations to maximize savings. You will also deliver IRS support and audit guidance as needed, building lasting client relationships in a consultative, service-oriented environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable 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

Client communication

Tax knowledge

Attention to detail

Interpersonal skills

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex returns at a local tax office in Wisconsin.

You will conduct client interviews, prepare accurate tax returns for individuals and businesses, and provide tailored recommendations to maximize savings. You will also deliver IRS support and audit guidance as needed, building lasting client relationships in a consultative, service-oriented environment.