Seasonal Tax Pro — Virtual Interviews & Growth

H&R Block, Inc.; Watertown (WI); Hybrid; USD 28,000 - 52,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional in Wisconsin to advise clients on complex tax issues and complete returns with accuracy. You’ll train with an expert team and use virtual tools for client interviews, ensuring high service standards.

Must have CPA/EA credentials or active CPA track, plus strong accounting/tax background. This role emphasizes client growth, mentorship, and compliance with IRS notices and Circular 230 guidelines.

Qualifications

• Experience completing complex returns (individual, trust, partnership).
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support.

Skills

Tax knowledge

Client communication

Virtual tools

Mentoring teammates

Interviews (tax)

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

High school diploma / equivalent

Tools

Video conferencing

Tax software

Job description

H&R Block is seeking a seasonal, experienced Tax Professional in Wisconsin to advise clients on complex tax issues and complete returns with accuracy. You’ll train with an expert team and use virtual tools for client interviews, ensuring high service standards.

Must have CPA/EA credentials or active CPA track, plus strong accounting/tax background. This role emphasizes client growth, mentorship, and compliance with IRS notices and Circular 230 guidelines.