Seasonal Tax Pro: Client Advisory & Returns (In-Person)

H&R Block, Inc.; Bartow (FL); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews to understand financial situations, and provide clear, personalized tax recommendations. This in-person role at a local tax office offers solid training, leading technology, and an incentive plan that rewards impact as you build tax expertise.

You'll work with a supportive team, leveraging competitive pay and opportunities to grow in tax

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 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

Client communication

Tax knowledge

Interviewing clients

Attention to detail

Time management

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) or related credential (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews to understand financial situations, and provide clear, personalized tax recommendations. This in-person role at a local tax office offers solid training, leading technology, and an incentive plan that rewards impact as you build tax expertise.

You'll work with a supportive team, leveraging competitive pay and opportunities to grow in tax