Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Lakeland (FL); On-site; USD 22,000 - 33,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office in Lakeland, FL. You'll conduct client interviews, uncover tax savings, and build lasting relationships with clients using expert guidance and H&R Block tools.

The role emphasizes high-quality client service, ongoing education, and collaboration with team members in a supportive office culture.

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 in client-facing, consultative, or advisory role.
• Strong verbal and written communication, ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma / GED / equivalent.

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 knowledge

Client communication

Interviewing clients

Attention to detail

IRS/state requirements

Education

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools: Copilot/ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office in Lakeland, FL. You'll conduct client interviews, uncover tax savings, and build lasting relationships with clients using expert guidance and H&R Block tools.

The role emphasizes high-quality client service, ongoing education, and collaboration with team members in a supportive office culture.