Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Gainesville (FL); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block 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 identify tax savings opportunities while leveraging training and technology.

This in-person role emphasizes building lasting client relationships and delivering empathetic, consultative service in a local tax office environment.

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.
• 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

Verbal communication

Written communication

Consultative experience

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block 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 identify tax savings opportunities while leveraging training and technology.

This in-person role emphasizes building lasting client relationships and delivering empathetic, consultative service in a local tax office environment.