Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Yulee (FL); Presencial; USD 28.000 - 41.000; Jornada completa

Descripción de la vacante

H&R Block in Florida is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and small businesses. You will interview clients to understand finances and provide clear recommendations, building trusted relationships and identifying tax savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative role
• Strong verbal and written communication skills, ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and life changes
• Provide clear, personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a positive, client-focused office environment

Conocimientos

Tax knowledge

Client communication

IRS rules

Educación

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA) or credential

Herramientas

GoSystem

Ultratax

AI tooling basics

Descripción del empleo

H&R Block in Florida is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and small businesses. You will interview clients to understand finances and provide clear recommendations, building trusted relationships and identifying tax savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you