Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Port Saint Lucie (FL); On-site; USD 18,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. You will build trusted client relationships, identify tax savings opportunities, and provide IRS support as needed.

This in-person role emphasizes collaboration and a positive, client-focused office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles.
• Strong verbal and written communication skills; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Client communication

Interpersonal skills

Explain tax concepts

Advisory mindset

Education

High school diploma or GED

Bachelor’s degree (preferred) in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. You will build trusted client relationships, identify tax savings opportunities, and provide IRS support as needed.

This in-person role emphasizes collaboration and a positive, client-focused office environment.