Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Quincy (FL); On-site; USD 28,000 - 52,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, interviewing clients to identify opportunities and provide personalized recommendations.

You will build long-lasting client relationships through empathetic, consultative service and leverage leading training and technology, with a competitive hourly rate and incentive plan. This in-person role offers growth as you deepen tax expertise and serve clients.

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

Communication skills

Consultative service

IRS tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

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, interviewing clients to identify opportunities and provide personalized recommendations.

You will build long-lasting client relationships through empathetic, consultative service and leverage leading training and technology, with a competitive hourly rate and incentive plan. This in-person role offers growth as you deepen tax expertise and serve clients.