Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Palm Harbor (FL); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses.

You will interview clients to understand their financial situations and provide clear, personalized recommendations while identifying potential tax savings opportunities. In this client-facing role, you will deliver empathetic service, support IRS processes, and collaborate with teammates to maintain a positive office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 1+ year of experience in tax prep, accounting, finance, or bookkeeping
• Experience in a client-facing or advisory role
• Strong written and verbal communication skills; explain tax concepts clearly

Responsibilities

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

Skills

Client communication

Tax knowledge

IRS rules

Attention to detail

Education

High school diploma or GED

Bachelor's in accounting or related

Tools

GoSystem Tax

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses.

You will interview clients to understand their financial situations and provide clear, personalized recommendations while identifying potential tax savings opportunities. In this client-facing role, you will deliver empathetic service, support IRS processes, and collaborate with teammates to maintain a positive office environment.