Seasonal Tax Pro: Complex Returns & Advisory

H&R Block; Panama City (FL); On-site; USD 20,000 - 36,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will interview clients to understand their financial situations, offer personalized recommendations, and identify tax-saving opportunities while promoting H&R Block services.

This in-person role emphasizes building trusted relationships, delivering empathetic service, and supporting clients through IRS notices and audit guidance.

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

Client interviewing

Tax knowledge

Communication

Education

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will interview clients to understand their financial situations, offer personalized recommendations, and identify tax-saving opportunities while promoting H&R Block services.

This in-person role emphasizes building trusted relationships, delivering empathetic service, and supporting clients through IRS notices and audit guidance.