Seasonal Tax Pro: Complex Returns & Client Advisory

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

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax-saving opportunities, and recommend H&R Block products.

Role is in-person at a local H&R Block office and offers training and a competitive hourly rate with incentives. Ideal candidates have a year of tax experience, strong communication, and ability to explain tax concepts clearly.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation for individuals and businesses.
• Experience in a client-facing, consultative role.
• Clear verbal and written tax explanations for clients.
• Must complete continuing education and IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Build trusted client relationships and identify tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax Knowledge Assessment

Tax prep experience

Client facing

Communication skills

IRS requirements

HS Diploma

Education

Bachelor's degree in accounting/finance

HS Diploma or GED

CPA or EA (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax-saving opportunities, and recommend H&R Block products.

Role is in-person at a local H&R Block office and offers training and a competitive hourly rate with incentives. Ideal candidates have a year of tax experience, strong communication, and ability to explain tax concepts clearly.