Seasonal Tax Pro: Expert Prep & Client Savings

H&R Block, Inc.; Englewood (FL); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations, while conducting client interviews to understand finances and provide personalized recommendations.

This in-person role at a local H&R Block tax office emphasizes delivering empathetic, consultative service, identifying tax savings opportunities, and supporting clients through IRS notices and audit guidance.

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 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 preparation

Client service

Communication

IRS knowledge

Education

Bachelor's degree in accounting/finance

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations, while conducting client interviews to understand finances and provide personalized recommendations.

This in-person role at a local H&R Block tax office emphasizes delivering empathetic, consultative service, identifying tax savings opportunities, and supporting clients through IRS notices and audit guidance.