Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block; Chippewa Falls (WI); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block in Wisconsin is seeking a seasonal Experienced Tax Professional to prepare complete returns, advise clients, and support IRS interactions using industry-leading training and technology.

You will conduct client interviews, identify savings opportunities, explain tax concepts clearly, and build lasting relationships in a in-person office setting. Strong communication and accuracy are essential, with preferred experience in tax preparation and advisory roles.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing advisory role
• Strong verbal and written communication, able to explain tax concepts clearly
• Must meet continuing education and IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and implications
• Provide tax savings opportunities and product recommendations
• Assist clients with IRS notices and audit guidance
• Collaborate with team to maintain a positive client-focused office environment

Skills

Client interviews

Tax knowledge

Communication skills

IRS/state compliance understanding

Detail-oriented

Education

High school diploma

Bachelor’s degree in accounting or related field

CPA or EA preferred

Tools

GoSystem

UltraTax

AI tools familiarity

Job description

H&R Block in Wisconsin is seeking a seasonal Experienced Tax Professional to prepare complete returns, advise clients, and support IRS interactions using industry-leading training and technology.

You will conduct client interviews, identify savings opportunities, explain tax concepts clearly, and build lasting relationships in a in-person office setting. Strong communication and accuracy are essential, with preferred experience in tax preparation and advisory roles.