Seasonal Tax Pro - Complex Returns & Client Advisory

H&R Block, Inc.; Merritt Island (FL); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct client interviews, and deliver tailored tax recommendations at an in-person office in Florida. You will help clients navigate complex tax scenarios with guidance from industry-leading training and technology.

Responsibilities include identifying savings opportunities, supporting clients through IRS notices, and collaborating with teammates to maintain a

Qualifications

• Completion of the HR Block Tax Knowledge Assessment or Enrollment
• 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, ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individual and business clients
• Conduct in-depth client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office environment

Skills

Client communication

Verbal & written communication

Consultative service

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

GoSystem

UltrasTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, conduct client interviews, and deliver tailored tax recommendations at an in-person office in Florida. You will help clients navigate complex tax scenarios with guidance from industry-leading training and technology.

Responsibilities include identifying savings opportunities, supporting clients through IRS notices, and collaborating with teammates to maintain a