Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Lehigh Acres (FL); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients, including individuals and businesses, in a local tax office. You will interview clients, assess financial situations, and offer clear, personalized tax-saving recommendations while delivering empathetic, consultative service.

The role emphasizes IRS/state requirements, continuing education, and a collaborative team environment in a face-to-face office setting.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing, consultative, or advisory roles.
• 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 required.

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.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client interviewing

Communication

Explain complex tax

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients, including individuals and businesses, in a local tax office. You will interview clients, assess financial situations, and offer clear, personalized tax-saving recommendations while delivering empathetic, consultative service.

The role emphasizes IRS/state requirements, continuing education, and a collaborative team environment in a face-to-face office setting.