Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Port Charlotte (FL); Sur place; USD 28 000 - 44 000; Plein temps

Résumé du poste

HR Block is seeking a seasonal Experienced Tax Professional in Florida to prepare tax returns for individuals and businesses, interview clients, and provide advisory tax guidance. You will identify savings opportunities and deliver personalized service, supported by HR Block training and technology.

The role emphasizes in-person work at a local HR Block tax office with competitive hourly pay and an incentive plan based on impact and performance in building client relationships one season at a

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of tax preparation/accounting/finance experience including individual and business returns
• Experience in client-facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent required

Responsabilités

• 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 and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive office environment

Connaissances

Client communication

Advisory skills

Interpersonal skills

Attention to detail

Formation

High school diploma or equivalent

Bachelor's degree in accounting/finance

Outils

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Description du poste

HR Block is seeking a seasonal Experienced Tax Professional in Florida to prepare tax returns for individuals and businesses, interview clients, and provide advisory tax guidance. You will identify savings opportunities and deliver personalized service, supported by HR Block training and technology.

The role emphasizes in-person work at a local HR Block tax office with competitive hourly pay and an incentive plan based on impact and performance in building client relationships one season at a