Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Fort Myers (FL); On-site; USD 29,000 - 36,000; Part time

Job summary

H&R Block in Fort Myers is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, offer personalized recommendations, and build lasting relationships using H&R Block training and technology.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and an incentive plan tied to impact and tax expertise growth.

Qualifications

• Successful completion of the HR 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

Tax knowledge assessment

Tax preparation

Client-facing communication

IRS guidance

Team collaboration

Education

Bachelor’s degree (accounting/finance)

CPA or Enrolled Agent (EA)

High school diploma / GED / equivalent

Job description

H&R Block in Fort Myers is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, offer personalized recommendations, and build lasting relationships using H&R Block training and technology.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and an incentive plan tied to impact and tax expertise growth.