Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Winter Park (FL); Presencial; USD 25.000 - 39.000; Jornada completa

Descripción de la vacante

H&R Block in Winter Park, FL is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax savings, and offer HR Block products while delivering empathetic, consultative service.

You will be backed by training and technology, with a competitive hourly rate and incentive plan as you build tax expertise and serve clients in a local office.

Formación

• Successful completion of required HR Block Tax Knowledge Assessment or equivalent
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication skills; explain tax concepts clearly
• Meet continuing education and IRS/state requirements
• High school diploma or GED or equivalent

Responsabilidades

• 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 HR 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

Conocimientos

Client communication

Tax knowledge

Attention to detail

IRS rules & compliance

Educación

High school diploma or GED

Bachelor’s degree in accounting or related field

Herramientas

GoSystem

UltraTax

Descripción del empleo

H&R Block in Winter Park, FL is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax savings, and offer HR Block products while delivering empathetic, consultative service.

You will be backed by training and technology, with a competitive hourly rate and incentive plan as you build tax expertise and serve clients in a local office.