Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; White Lake (WI); On-site; USD 34,000 - 48,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns for individuals and businesses, and uncover tax savings opportunities. You will conduct in-depth client interviews, provide personalized recommendations, and support clients with IRS notices and audits with the team.

This in-person role offers industry-leading training, competitive hourly pay, and an incentive plan to reward impact while you build tax expertise

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience 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 HR 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

Verbal & written communication

Client-facing

Tax knowledge

Interviewing clients

Education

High School diploma / GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem/UltraTax

AI tools familiarity

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns for individuals and businesses, and uncover tax savings opportunities. You will conduct in-depth client interviews, provide personalized recommendations, and support clients with IRS notices and audits with the team.

This in-person role offers industry-leading training, competitive hourly pay, and an incentive plan to reward impact while you build tax expertise