Seasonal Tax Pro: Complex Returns & Trusted Advising

H&R Block, Inc.; Sebring (FL); On-site; USD 30,000 - 48,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will interview clients, provide personalized recommendations, and identify tax savings opportunities while building trusted relationships.

Training and technology support accompany a competitive hourly rate and incentive plan.

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 in a client-facing, consultative, or advisory 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 equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations (individual and business).
• Conduct in-depth client interviews to understand financials and tax implications, and provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive, client-focused office environment.

Skills

Client communication

Interpersonal skills

Detail orientation

Tax knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting/related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will interview clients, provide personalized recommendations, and identify tax savings opportunities while building trusted relationships.

Training and technology support accompany a competitive hourly rate and incentive plan.