Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Town of Beaver Dam (WI); On-site; USD 28,000 - 44,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in Wisconsin to prepare complex tax returns and advise clients with confidence.

You will interview clients, identify tax-saving opportunities, and deliver empathetic, consultative service using industry training and technology. Successful candidates have at least 1 year of tax experience in a client-facing role, strong communication skills, and a solid understanding of tax concepts.

Qualifications

• Successful completion of the HR 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 ability to explain tax concepts clearly.
• Must complete continuing education and comply with IRS and state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office environment.

Skills

Client-facing

Communication skills

Advisory

Tax concepts explanation

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem/Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in Wisconsin to prepare complex tax returns and advise clients with confidence.

You will interview clients, identify tax-saving opportunities, and deliver empathetic, consultative service using industry training and technology. Successful candidates have at least 1 year of tax experience in a client-facing role, strong communication skills, and a solid understanding of tax concepts.