Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Cape Coral (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will interview clients, understand their financial situations, and provide personalized recommendations to maximize savings and ensure compliance.

In this in-person role, you will offer IRS support, audit guidance, and collaborate with the team to maintain a positive client-focused office environment.

Qualifications

• Minimum 1 year of experience in tax preparation or related field
• Experience in client-facing, consultative, or advisory role
• Strong communication skills, both verbal and written
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required
• Bachelor’s degree in accounting/finance or related field preferred

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Client-facing experience

Verbal and written communication

Explain tax concepts

Education

High school diploma

Bachelor’s degree in accounting/related field

Tools

GoSystem

UltrasTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will interview clients, understand their financial situations, and provide personalized recommendations to maximize savings and ensure compliance.

In this in-person role, you will offer IRS support, audit guidance, and collaborate with the team to maintain a positive client-focused office environment.