Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block, Inc.; Town of Middleton (WI); On-site; USD 25,000 - 41,000; Part time

Job summary

H&R Block in Wisconsin is seeking an Experienced Tax Professional to help clients handle complex personal and business returns. You will interview clients, recommend tax savings opportunities, and deliver empathetic, consultative service in a supportive office setting.

This seasonal, in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you grow tax expertise and serve clients. Join us to build lasting relationships.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

Communication skills

Client-facing experience

Education

Bachelor’s degree in accounting/finance

High school diploma / GED

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block in Wisconsin is seeking an Experienced Tax Professional to help clients handle complex personal and business returns. You will interview clients, recommend tax savings opportunities, and deliver empathetic, consultative service in a supportive office setting.

This seasonal, in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you grow tax expertise and serve clients. Join us to build lasting relationships.