Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Lynn Haven (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare complete tax returns for clients with complex situations, including individual and business returns. You will conduct in-depth client interviews, understand financial changes, and offer clear, personalized tax recommendations.

In this in-person role at a local H&R Block office, you’ll build trusted client relationships, identify savings opportunities, and provide IRS support when needed, while collaborating with teammates in a

Qualifications

• 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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

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 — then provide clear, personalized 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 communication

IRS/state requirements

Interviewing clients

Education

High school diploma or equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltrasTax

AI tools

Job description

H&R Block is seeking an Experienced Tax Professional to prepare complete tax returns for clients with complex situations, including individual and business returns. You will conduct in-depth client interviews, understand financial changes, and offer clear, personalized tax recommendations.

In this in-person role at a local H&R Block office, you’ll build trusted client relationships, identify savings opportunities, and provide IRS support when needed, while collaborating with teammates in a