Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Milton (FL); On-site; USD 34,000 - 48,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to join our local tax office. You will prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations to maximize savings and ensure client satisfaction.

You’ll build lasting client relationships through empathetic, consultative service, with access to industry-leading training and technology, a competitive hourly rate, and an incentive plan that

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience preparing individual and business returns.
• Strong ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state 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 personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client-facing communication

Interpersonal skills

Attention to detail

Time management

Education

Bachelor’s degree in accounting or related field

High school diploma or GED

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to join our local tax office. You will prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations to maximize savings and ensure client satisfaction.

You’ll build lasting client relationships through empathetic, consultative service, with access to industry-leading training and technology, a competitive hourly rate, and an incentive plan that