Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.; Whitewater (WI); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block in Wisconsin is seeking an Experienced Tax Professional for the seasonal tax season. You will prepare complete returns for individuals and businesses, conduct client interviews to understand finances, and offer personalized tax-saving recommendations using our training and technology.

This in-person role at a local tax office emphasizes advisory service, building client relationships, and providing IRS support when needed.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, advisory role with strong communication.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand finances and tax implications.
• Provide clear, personalized tax-saving recommendations.
• Deliver empathetic, consultative service and identify product opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.

Skills

Client interviews

Communication skills

Explain tax concepts

Team collaboration

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

High school diploma / GED / equivalent

Tools

GoSystem

UltraTax

Job description

H&R Block in Wisconsin is seeking an Experienced Tax Professional for the seasonal tax season. You will prepare complete returns for individuals and businesses, conduct client interviews to understand finances, and offer personalized tax-saving recommendations using our training and technology.

This in-person role at a local tax office emphasizes advisory service, building client relationships, and providing IRS support when needed.