Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Beverly Hills (FL); On-site; USD 30,000 - 48,000; Part time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete and accurate returns, interview clients, and provide personalized recommendations.

This in-person role at a local H&R Block tax office offers industry-leading training, an hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients. You will collaborate with a team in a client-focused environment.

Qualifications

• Successful completion of the HR 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

Client-facing

Tax knowledge

Communication

Education

High school diploma or GED

Bachelor's degree (preferred)

CPA or EA (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete and accurate returns, interview clients, and provide personalized recommendations.

This in-person role at a local H&R Block tax office offers industry-leading training, an hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients. You will collaborate with a team in a client-focused environment.