Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Town of New Holstein (WI); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive hourly rate

In-person training

Seasonal position

Job summary

H&R Block is seeking an Experienced Tax Professional to provide expert tax preparation and advisory services in a local office. You will interview clients to assess complex financial situations and deliver personalized recommendations, driving tax savings while ensuring compliance.

As a trusted advisor, you will collaborate with colleagues, leverage training and technology, and deliver a high-quality client experience in person at the office.

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 interviewing

Communication

Advisory mindset

Tax guidance

Education

Bachelor's degree in accounting or related field

5+ years tax experience

CPA/EA preferred

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking an Experienced Tax Professional to provide expert tax preparation and advisory services in a local office. You will interview clients to assess complex financial situations and deliver personalized recommendations, driving tax savings while ensuring compliance.

As a trusted advisor, you will collaborate with colleagues, leverage training and technology, and deliver a high-quality client experience in person at the office.