Seasonal Tax Pro: Client Advisor & Returns Expert

H&R Block, Inc.; Saint Augustine (FL); On-site; USD 30,000 - 41,000; Part time

Benefits offered by this job

Incentive plan

Job summary

H&R Block, Inc. is seeking an experienced Seasonal Tax Professional to assist clients with complex tax situations.

You will prepare individual and business returns, conduct client interviews, and deliver tailored tax recommendations in a client-focused office environment. The role emphasizes ongoing education, strong communication, and building lasting client relationships, with an incentive plan rewarding impact as you grow tax expertise.

Qualifications

• Successful completion of the H&R 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, with ability to explain tax concepts clearly
• Must complete continuing education and meet IRS and applicable state requirements
• High school diploma or GED or equivalent

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
• Provide personalized recommendations and tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused environment

Skills

Client advisory

Explain tax concepts

Strong communication

IRS/state requirements

Education

High school diploma or GED

Bachelor's in accounting/finance

CPA or EA credential

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking an experienced Seasonal Tax Professional to assist clients with complex tax situations.

You will prepare individual and business returns, conduct client interviews, and deliver tailored tax recommendations in a client-focused office environment. The role emphasizes ongoing education, strong communication, and building lasting client relationships, with an incentive plan rewarding impact as you grow tax expertise.