Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Jacksonville (FL); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, and to interview clients to understand their financial situations and tax implications. You’ll deliver clear, personalized recommendations in a client-focused, in-person office environment.

You will build trusted relationships, identify tax savings opportunities, provide IRS support and audit guidance, and collaborate with teammates to support the office’s goals.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory roles.
• Ability to explain tax concepts clearly to clients.
• Meet IRS/state continuing education requirements.

Responsibilities

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

Skills

Client communication

Tax knowledge

IRS rules knowledge

Attention to detail

Team collaboration

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) credential (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, and to interview clients to understand their financial situations and tax implications. You’ll deliver clear, personalized recommendations in a client-focused, in-person office environment.

You will build trusted relationships, identify tax savings opportunities, provide IRS support and audit guidance, and collaborate with teammates to support the office’s goals.