Seasonal Tax Pro - Trusted Advisor & Prep Expert

H&R Block, Inc.; Fond du Lac (WI); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients through complex tax situations at a local Wisconsin office. You will interview clients, identify savings opportunities, and deliver confident, empathetic service with the support of advanced training and technology.

The role emphasizes client relationships, accuracy, and compliance with IRS/state requirements, with an incentive plan and competitive hourly pay.

Qualifications

• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• High school diploma / GED / equivalent required.
• 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.

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 preparation

Client interviewing

Communication

IRS rules

Education

Bachelor's degree in accounting

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients through complex tax situations at a local Wisconsin office. You will interview clients, identify savings opportunities, and deliver confident, empathetic service with the support of advanced training and technology.

The role emphasizes client relationships, accuracy, and compliance with IRS/state requirements, with an incentive plan and competitive hourly pay.