Seasonal Tax Expert & Advisor — Client-Focused Returns

H&R Block, Inc.; Winter Park (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and advise on tax-saving opportunities in a local office. This in-person role emphasizes client service and collaboration with a supportive team.

The ideal candidate has at least 1 year in tax-related work, strong communication skills, and the ability to meet IRS/state requirements, with CE obligations continuing through the season.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 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.

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 advisory

Communication

IRS/state requirements

Education

High school diploma

Bachelor's degree

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and advise on tax-saving opportunities in a local office. This in-person role emphasizes client service and collaboration with a supportive team.

The ideal candidate has at least 1 year in tax-related work, strong communication skills, and the ability to meet IRS/state requirements, with CE obligations continuing through the season.