Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Milwaukee (WI); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block seeks a Seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients to assess their tax situations, and deliver personalized recommendations. You will build lasting client relationships through empathetic, consultative service and identify tax savings opportunities.

You will provide IRS support and audit guidance as needed, collaborating with a team in a client-focused office environment and completing required tax education.

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-facing experience

Verbal communication

Written communication

Advisory/consultative approach

IRS/state knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance/related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltrasTax

Job description

H&R Block seeks a Seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients to assess their tax situations, and deliver personalized recommendations. You will build lasting client relationships through empathetic, consultative service and identify tax savings opportunities.

You will provide IRS support and audit guidance as needed, collaborating with a team in a client-focused office environment and completing required tax education.