Seasonal Tax Pro: Complex Returns & Trusted Advisory

H&R Block; Jasper (FL); On-site; USD 30,000 - 44,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, conduct in-depth client interviews, and present personalized recommendations. You will build trusted client relationships and identify tax savings opportunities while delivering empathetic, consultative service.

This in-person role at a local H&R Block tax office emphasizes collaboration, ongoing training, and an incentive plan tied to impact as you grow

Qualifications

• 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.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS and state continuing education requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Client interviewing

Empathetic service

Explain tax concepts clearly

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, conduct in-depth client interviews, and present personalized recommendations. You will build trusted client relationships and identify tax savings opportunities while delivering empathetic, consultative service.

This in-person role at a local H&R Block tax office emphasizes collaboration, ongoing training, and an incentive plan tied to impact as you grow