Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Immokalee (FL); Sur place; USD 25 000 - 39 000; Plein temps

Résumé du poste

H&R Block seeks an Experienced Tax Professional for the upcoming season in Fort Myers, FL. You will prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations that maximize savings.

You'll work in a collaborative office, provide IRS support and audit guidance as needed, and build trusted relationships with clients through empathetic, consultative service.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must meet IRS/state continuing education and requirements
• High school diploma / GED / equivalent required

Responsabilités

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations
• Provide personalized recommendations and tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and maintain a positive office environment

Connaissances

Client-facing experience

Communication skills

IRS/state requirements

Formation

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or other IRS Circular 230 credential

Outils

GoSystem

Ultratax

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

Description du poste

H&R Block seeks an Experienced Tax Professional for the upcoming season in Fort Myers, FL. You will prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations that maximize savings.

You'll work in a collaborative office, provide IRS support and audit guidance as needed, and build trusted relationships with clients through empathetic, consultative service.