Seasonal Tax Pro: Expert Client Advisor

H&R Block, Inc.; Punta Gorda (FL); On-site; USD 18,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities using our training and state-of-the-art technology.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service, teamwork, and compliance with IRS and state requirements, helping clients navigate complex tax situations with confidence.

Qualifications

• High school diploma or GED is required.
• 1 year of tax preparation or related experience.
• Experience in client-facing or advisory role.
• Strong communication skills to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Responsibilities

• 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, and provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R 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.

Skills

Tax knowledge

Client interviewing

Communication

IRS/state requirements

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities using our training and state-of-the-art technology.

This in-person role at a local H&R Block office emphasizes empathetic, consultative service, teamwork, and compliance with IRS and state requirements, helping clients navigate complex tax situations with confidence.