Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Town of Stanley (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

H&R Block, Inc. in Wisconsin is seeking a seasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations.

You will interview clients, identify savings opportunities, provide IRS support, and collaborate with a team in a local in-person office environment.

The role offers competitive pay with incentives as you build tax expertise and serve clients throughout the season.

Qualifications

• Successful 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; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns.
• Conduct in-depth client interviews to understand financials and tax implications; provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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-facing experience

Tax preparation experience

Tax knowledge assessment

Communication skills

Continuing education compliance

High school diploma

5+ years tax experience

CPA/EA credential (preferred)

Complex returns experience

Advisory client relationships

Education

Bachelor’s degree in accounting/finance

CPA or EA credential

High school diploma / GED

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. in Wisconsin is seeking a seasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations.

You will interview clients, identify savings opportunities, provide IRS support, and collaborate with a team in a local in-person office environment.

The role offers competitive pay with incentives as you build tax expertise and serve clients throughout the season.