Seasonal Tax Pro - In-Person Client Advisor

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships — supported by industry-leading training and technology at a local office.

This in-person role offers a competitive hourly rate and an incentive plan, with clear pathways to grow in tax and financial services.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Identify savings opportunities for clients.
• Build lasting client relationships through service and expertise.
• Comply with IRS and state regulations and filing deadlines.

Skills

Client facing

Verbal & written communication

Tax knowledge

Problem solving

Attention to detail

Education

High school diploma/GED

Bachelor’s degree in accounting/finance

CPA/EA/IRS Circular 230 credential

Tools

GoSystem

UltraTax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships — supported by industry-leading training and technology at a local office.

This in-person role offers a competitive hourly rate and an incentive plan, with clear pathways to grow in tax and financial services.