Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Port Washington (WI); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Industry-leading training

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex returns and offer personalized tax guidance in a local office. You will interview clients, identify savings opportunities, and build lasting relationships with clients while leveraging training and technology provided by the firm.

You will work in-person at a local H&R Block tax office, collaborating with teammates to maintain a client-focused environment and deliver accurate tax solutions.

Qualifications

• 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, including explaining 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
• Conduct in-depth client interviews to understand financial situations and life changes
• Provide clear, personalized recommendations and tax savings opportunities
• Build trusted client relationships with empathetic, consultative service
• Provide IRS support, tax notice assistance, and audit guidance as needed

Skills

Verbal communication

Written communication

Tax concepts knowledge

Client interviewing

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (preferred)

Tools

GoSystem Tax

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex returns and offer personalized tax guidance in a local office. You will interview clients, identify savings opportunities, and build lasting relationships with clients while leveraging training and technology provided by the firm.

You will work in-person at a local H&R Block tax office, collaborating with teammates to maintain a client-focused environment and deliver accurate tax solutions.