Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Lutz (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

H&R Block in Florida is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns and advise clients through complex tax situations. You'll interview clients, identify savings opportunities, and deliver tax strategies using our training and tools, with an incentive plan tied to your impact.

This in-person role offers growth in tax and financial services, partnering with a team to provide empathetic, consultative service and build lasting client relationships

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations.
• Provide personalized tax-saving recommendations and product options.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a positive client-focused office environment.

Skills

Tax Knowledge Assessment

Client-facing

Communication skills

Continuing education

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Job description

H&R Block in Florida is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns and advise clients through complex tax situations. You'll interview clients, identify savings opportunities, and deliver tax strategies using our training and tools, with an incentive plan tied to your impact.

This in-person role offers growth in tax and financial services, partnering with a team to provide empathetic, consultative service and build lasting client relationships