Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Waupun (WI); On-site; USD 25,000 - 41,000; Full time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional in Wisconsin to help clients navigate complex tax situations with confidence. You will prepare complete, accurate returns for individuals and businesses and conduct in-depth client interviews to tailor recommendations.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan as you build tax expertise and serve clients. A supportive, client-focused office environment awaits.

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 languageMust 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 skills

Attention to detail

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is hiring a seasonal Experienced Tax Professional in Wisconsin to help clients navigate complex tax situations with confidence. You will prepare complete, accurate returns for individuals and businesses and conduct in-depth client interviews to tailor recommendations.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan as you build tax expertise and serve clients. A supportive, client-focused office environment awaits.