Seasonal Tax Pro: Client Advisory & Accurate Returns

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships. You will prepare returns for individuals and businesses, interview clients, and identify tax savings opportunities using our training and technology.

This in-person role is based at a local H&R Block tax office in Lakeland, FL, and offers an hourly rate with an incentive plan reflecting your impact as you develop tax expertise and serve diverse clients.

Qualifications

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

Communication

Client-facing

Interviewing clients

IRS knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships. You will prepare returns for individuals and businesses, interview clients, and identify tax savings opportunities using our training and technology.

This in-person role is based at a local H&R Block tax office in Lakeland, FL, and offers an hourly rate with an incentive plan reflecting your impact as you develop tax expertise and serve diverse clients.