Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Port Charlotte (FL); Presencial; USD 28.000 - 39.000; A tiempo parcial

Descripción de la vacante

H&R Block in Port Charlotte, FL is seeking a seasonal Experienced Tax Professional to help clients navigate complex returns. You will prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations backed by our training and technology.

This in-person role emphasizes building trusted relationships, delivering empathetic service, and identifying tax savings opportunities while supporting IRS notices and audit guidance as

Formación

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financials and life changes.
• Provide clear, personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and maintain a positive, client-focused office environment.

Conocimientos

Client communication

Tax knowledge

IRS knowledge

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block in Port Charlotte, FL is seeking a seasonal Experienced Tax Professional to help clients navigate complex returns. You will prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations backed by our training and technology.

This in-person role emphasizes building trusted relationships, delivering empathetic service, and identifying tax savings opportunities while supporting IRS notices and audit guidance as