Seasonal Tax Advisor: Build Client Trust & Savings

H&R Block, Inc.; The Villages (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional in Florida. You will prepare complete, accurate tax returns for clients with diverse situations and conduct in-depth client interviews to tailor recommendations.

This in-person role offers training, competitive pay, and an incentive plan to grow tax expertise while serving clients. Join a trusted advisor team focused on client relationships, tax savings opportunities, and support across IRS processes.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive office environment

Skills

Tax knowledge assessment

Tax preparation experience

Client facing advisory

Communication skills

IRS/state compliance

Education

Bachelor’s degree in accounting/finance/related field

CPA or Enrolled Agent (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 in Florida. You will prepare complete, accurate tax returns for clients with diverse situations and conduct in-depth client interviews to tailor recommendations.

This in-person role offers training, competitive pay, and an incentive plan to grow tax expertise while serving clients. Join a trusted advisor team focused on client relationships, tax savings opportunities, and support across IRS processes.