Seasonal Tax Pro - Client Advisory & Returns

H&R Block, Inc.; Port Richey (FL); On-site; USD 20,000 - 30,000; Full time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients at a local office, guided by extensive training and technology. You will interview clients, identify tax savings opportunities, and advise on tax implications with a focus on building trusted relationships.

The role emphasizes in-person client service, compliance with IRS/state requirements, and collaboration with a supportive team to deliver high-quality results.

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 role
• Ability to explain tax concepts clearly to clients
• Must meet IRS/state continuing education requirements
• High school diploma or GED required

Responsibilities

• Prepare accurate tax returns for individuals and businesses
• Interview clients to understand financial situations and tax implications
• Identify tax savings opportunities and cross-sell H&R Block products
• Provide IRS support and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office

Skills

Client communication

Tax knowledge

Consultative advisory

IRS/state requirements

Verbal/written skills

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients at a local office, guided by extensive training and technology. You will interview clients, identify tax savings opportunities, and advise on tax implications with a focus on building trusted relationships.

The role emphasizes in-person client service, compliance with IRS/state requirements, and collaboration with a supportive team to deliver high-quality results.