Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block, Inc.; Fox Crossing (WI); On-site; USD 34,000 - 55,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses.

You will interview clients, identify tax-saving opportunities, and provide clear recommendations in a client-focused office environment. The role emphasizes in-person collaboration at a local tax office in Wisconsin, with training and an incentive plan tied to impact and performance.

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.
• 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 interviewing

Tax knowledge

Communication

IRS/state requirements

Education

High school diploma or GED

Bachelor’s degree in accounting/related field

CPA or EA or IRS Circular 230 credential

Tools

GoSystem

UltraTax

AI tools (Copilot / ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses.

You will interview clients, identify tax-saving opportunities, and provide clear recommendations in a client-focused office environment. The role emphasizes in-person collaboration at a local tax office in Wisconsin, with training and an incentive plan tied to impact and performance.