Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Apollo Beach (FL); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare intricate tax returns and advise clients. You will interview clients to understand their financial situation and offer personalized recommendations while leveraging leading training and technology.

Emphasis is on building trusted relationships, identifying savings opportunities, and delivering empathetic, consultative service in a local office setting.

Qualifications

• Experience in tax preparation and client advisory roles.
• Ability to explain tax concepts clearly to clients.
• Commitment to IRS/state requirements and ongoing education.

Responsibilities

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

Skills

Client-facing experience

Communication skills

Tax knowledge

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

CPA or Enrolled Agent (EA) credential

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare intricate tax returns and advise clients. You will interview clients to understand their financial situation and offer personalized recommendations while leveraging leading training and technology.

Emphasis is on building trusted relationships, identifying savings opportunities, and delivering empathetic, consultative service in a local office setting.