Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Brooksville (FL); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block in Florida is seeking an experienced seasonal Tax Professional to prepare accurate returns, advise on savings opportunities, and deliver trusted, empathetic service in a local office.

You will interview clients, analyze complex tax situations, and provide clear recommendations while supporting clients through IRS notices and audits. This in-person role offers industry-leading training, competitive hourly pay, and an incentive plan as you build tax expertise and client relationships.

Qualifikationen

• Complete Tax Knowledge Assessment as part of HR Block onboarding.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping (individual and business returns).
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financials and life changes.
• Provide personalized recommendations and identify tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and maintain a positive, client-focused office environment.

Kenntnisse

Tax preparation

Client communication

IRS knowledge

GoSystem

UltraTax

Detail oriented

Team collaboration

Ausbildung

Bachelor’s degree in accounting or related field

CPA/EA or IRS credential (preferred)

Tools

GoSystem

UltraTax

IRS e-file experience

Jobbeschreibung

H&R Block in Florida is seeking an experienced seasonal Tax Professional to prepare accurate returns, advise on savings opportunities, and deliver trusted, empathetic service in a local office.

You will interview clients, analyze complex tax situations, and provide clear recommendations while supporting clients through IRS notices and audits. This in-person role offers industry-leading training, competitive hourly pay, and an incentive plan as you build tax expertise and client relationships.