Seasonal Tax Pro: Expert Returns, Client Advisory

H&R Block; North Fort Myers (FL); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block in Fort Myers, FL is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and provide clear recommendations.

You will build trusted client relationships, identify tax savings opportunities, and support clients with IRS notices and audit guidance, all while contributing to a collaborative, client-focused office environment.

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 a client facing, consultative or advisory role
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Identify tax savings opportunities and discuss relevant H&R Block products
• Provide IRS support, notice assistance, and audit guidance as needed
• Collaborate with team and maintain a positive, client-focused office environment

Skills

Client communication

Interpersonal skills

Attention to detail

Time management

Education

High school diploma / GED

Bachelor’s degree preferred

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

Job description

H&R Block in Fort Myers, FL is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and provide clear recommendations.

You will build trusted client relationships, identify tax savings opportunities, and support clients with IRS notices and audit guidance, all while contributing to a collaborative, client-focused office environment.