Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; 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 join our local tax office in person. You will prepare returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations while delivering empathetic, consultative service.

You’ll help clients maximize savings and use Block's training and technology to support accurate filings. Join us for meaningful seasonal work or a path to grow in tax and financial services, with a

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 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 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 HR 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 knowledge

Client-facing experience

Communication skills

IRS regulations

GoSystem/Ultratax familiarity

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to join our local tax office in person. You will prepare returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations while delivering empathetic, consultative service.

You’ll help clients maximize savings and use Block's training and technology to support accurate filings. Join us for meaningful seasonal work or a path to grow in tax and financial services, with a