Seasonal Tax Pro: Expert Returns & Savings

H&R Block, Inc.; Marshfield (WI); On-site; USD 28,000 - 44,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for diverse clients and deliver consultative service in a local tax office. You will interview clients, assess financial situations, and provide personalized recommendations to maximize savings and ensure tax compliance.

Responsibilities include IRS support, audit guidance, and collaborating with staff to maintain a client-focused environment.

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; ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS/state requirements.
• High school diploma / GED / equivalent.

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

Tax Knowledge Assessment

Tax preparation

Client interviewing

Communication

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for diverse clients and deliver consultative service in a local tax office. You will interview clients, assess financial situations, and provide personalized recommendations to maximize savings and ensure tax compliance.

Responsibilities include IRS support, audit guidance, and collaborating with staff to maintain a client-focused environment.