Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Bradenton (FL); On-site; USD 30,000 - 39,000; Part time

Job summary

H&R Block in Bradenton, FL is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients to understand finances, and provide personalized recommendations using our training and technology.

This is an in-person role at a local H&R Block office. Responsibilities include delivering empathetic, consultative service, identifying tax savings opportunities, and supporting clients with IRS notices

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 interviewing

Communication skills

Attention to detail

Education

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block in Bradenton, FL is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients to understand finances, and provide personalized recommendations using our training and technology.

This is an in-person role at a local H&R Block office. Responsibilities include delivering empathetic, consultative service, identifying tax savings opportunities, and supporting clients with IRS notices