Seasonal Tax Pro: Advisory, Savings & Client Impact

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide personalized guidance using leading training and technology.

This in-person role is based in a local H&R Block tax office. Requires 1 year of tax-related experience, strong verbal and written communication, and ability to explain tax concepts clearly.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative role
• Ability to explain tax concepts in client-friendly language
• Must meet IRS and state continuing education requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities and H&R Block products
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Verbal communication

Written communication

Client-facing

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide personalized guidance using leading training and technology.

This in-person role is based in a local H&R Block tax office. Requires 1 year of tax-related experience, strong verbal and written communication, and ability to explain tax concepts clearly.