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Experienced Tax Professional

H&R Block

West Milwaukee, WISeasonalSeen 1mo agoSeen in employer's feed 5 days ago

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At a glance

Compensation
No compensation found
Location
West Milwaukee, WI
Schedule
Seasonal
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

The seasonal Experienced Tax Professional role at H&R Block involves preparing accurate individual and business tax returns, conducting client interviews, providing personalized tax recommendations, offering IRS support, and collaborating with team members in an in‑person office setting.

Skills & qualifications

RequiredNice to have

Skills

Tax PreparationAccountingFinanceBookkeepingClient FacingConsultative AdvisoryVerbal CommunicationWritten CommunicationIRS SupportAudit GuidanceGoSystemUltrataxMicrosoft CopilotChatGPT

Qualifications

Successful Completion of H&R Block Tax Knowledge AssessmentMinimum 1 Year of Experience in Tax Preparation, Accounting, Finance or BookkeepingExperience Working in a Client Facing, Consultative, or Advisory RoleMust Complete Continuing Education and Meet IRS RequirementsHigh School Diploma / GED / EquivalentBachelor’s Degree in Accounting, Finance or Related Field5+ Years of Experience in Tax Preparation, Accounting, Finance, BookkeepingCPA or Enrolled Agent (EA) CertificationExperience Completing Complex Returns, Tax Planning, Audit Support, Tax Notice Resolution

Full job description

About the Role

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.

  • 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

Required Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment1

  • 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

  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language

  • Must complete continuing education and meet all other IRS and applicable state requirements

  • High school diploma / GED / equivalent required

Preferred Qualifications

  • Bachelor’s degree in accounting, finance or a related field

  • 5+ years of experience in tax preparation, accounting, finance, bookkeeping

  • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential

  • Experience completing complex returns, tax planning, audit support, or tax notice resolution

  • Familiarity with GoSystem or Ultratax software

  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)

  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Sponsored Job

Hanson-47121-MILWAUKEE WI

How this job compares

Set against the 4,783 open Tax Professional jobs on Olive Jobs, counted November 3, 2026.

Pay
  • This postingNot listed
  • US median$103–186K/yr78 salary ranges
  • US median$16–80/hr1,563 hourly ranges
Openings
Olive Jobs lists 122 open Tax Professional jobs in Wisconsin and 4,783 across the US. Under 1% of them nationwide are listed as remote or flexible.
Hiring the most across the US
Experience
This posting asks for at least 1 year of experience; Tax Professional postings that state a minimum ask for 1 year at the median (4,750 postings).
Education
This posting asks for a high school diploma; 4,675 of the 4,783 open Tax Professional jobs (98%) ask for a high school diploma or higher.

Counted across the open, public US postings on Olive Jobs on November 3, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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